Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merbe? Claim Your ProfileMerbe Macadenden Velasco is a financial advisor associated with PFS Investments Inc. Merbe Velasco has been in the industry since July 2020. Merbe Velasco is registered in the District of Columbia, Maryland, and New York. The advisor holds licenses for Series 63, Series 6TO, and SIE exams. Merbe Velasco is located in KATY, TX.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
07/14/2020 - Present
PFS Investments Inc. (KATY TX)
BC
Issued 09/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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