Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Lagos is a registered representative with PFS Investments Inc. Monica has been in the financial services industry for over 5 years and is licensed in Kansas and Missouri. Monica holds the Series 6, Series 63 and SIE licenses. Monica is affiliated with the Overland Park, KS branch office of PFS Investments Inc. Monica specializes in providing portfolio management services for individuals.
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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KS
01/05/2023 - Present
PFS Investments Inc. (OVERLAND PARK KS)
KS
01/12/2022 - 12/31/2022
PFS INVESTMENTS INC. (OVERLAND PARK KS)
KS
07/25/2018 - 12/31/2021
PFS INVESTMENTS INC. (OVERLAND PARK KS)
BC
Issued 11/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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