Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramona? Claim Your ProfileRamona Lopez is a financial professional with over 10 years of experience in the industry. Ramona is a registered representative of PFS Investments Inc., a firm that provides investment advisory services to individuals, high-net-worth individuals, charitable organizations, corporations or other businesses. Ramona holds the Series 6, Series 63 and SIE licenses. She has a focus on providing portfolio management services to 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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AZ
11/19/2012 - Present
PFS Investments Inc. (PHOENIX AZ)
BC
Issued 11/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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