Unclaimed
Rachid Perdomo is a registered representative at PFS Investments Inc. with over 7 years of experience in the financial services industry. Rachid has a Series 6 and Series 63 license. Rachid holds a Series 26 license, demonstrating expertise in Investment Company Products/Variable Contracts. Rachid is registered to offer securities in California, Florida, and Massachusetts. Rachid is affiliated with PFS Investments Inc. and is licensed to offer securities in 3 states, Rachid focuses on offering portfolio management 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.
1
2
MA
12/02/2014 - Present
PFS Investments Inc. (AUBURN MA)
BC
Issued 01/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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