Unclaimed
Naomi Friloux is a financial advisor with PFS Investments Inc. located in SANTA CLARITA, CA. Naomi is registered with the following states: Arizona, California and Texas. Naomi's current employment with PFS Investments Inc. began in October 2021. Naomi has passed the following exams: Series 63, Series 6TO and SIE. Naomi has been in the industry since October 2021.
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
CA
10/25/2021 - Present
PFS Investments Inc. (SANTA CLARITA CA)
BC
Issued 04/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Naomi Friloux is the right advisor for you? Invested Better is here to help.