Unclaimed
Rene Martin Lopez is a financial advisor with PFS Investments Inc. Rene has been in the financial industry since 1995 and is currently registered with the state of Florida. Rene is also a registered representative with FINRA. The advisor has passed the Securities Industry Essentials Examination (SIE) and Investment Company Products/Variable Contracts Representative Examination (Series 6). Rene has been with PFS Investments Inc. since 10/30/1995. The advisor works out of the Lake Worth, Florida office.
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
FL
10/30/1995 - Present
PFS Investments Inc. (LAKE WORTH FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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