Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norma? Claim Your ProfileNorma Lissette Chavez is a financial professional with over a decade of experience in the financial services industry. Norma is currently registered with PFS Investments Inc. and specializes in providing portfolio management services to individuals. Norma holds a Series 6, 63, and 26 license and has extensive experience in working with clients to achieve their financial goals. Norma's previous experience includes working with PFS Investments Inc. in various locations. Prior to that Norma worked for PFS Investments Inc. in Burbank, CA.
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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2
CA
11/21/2018 - Present
PFS Investments Inc. (LA MIRADA CA)
CA
03/04/2011 - 02/22/2017
PFS INVESTMENTS INC. (BELL GARDENS CA)
CA
11/28/2006 - 12/31/2010
PFS INVESTMENTS INC. (BURBANK CA)
BC
Issued 12/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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