Unclaimed
Mercedes Lagman is a financial professional with PFS Investments Inc. Mercedes has been in the industry since January 5, 2018, and holds the Series 6, SIE and Series 63 licenses. Mercedes is registered to offer securities in Maryland, Massachusetts, and Texas. Mercedes is associated with the Katy, Texas branch of PFS Investments Inc..
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.
1
2
TX
01/05/2018 - Present
PFS Investments Inc. (KATY TX)
BC
Issued 09/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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