Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Bolivar is an investment advisor representative at PFS Investments Inc., a firm with a focus on providing investment advice to individuals. Ricardo has over 5 years of experience in the financial services industry, having previously worked at Primerica Financial Services. Ricardo has passed the Series 6, 63, 26, and SIE exams and holds both a state and federal registration as an investment advisor representative. Ricardo's areas of expertise include portfolio management for individuals. Ricardo also receives non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.
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
04/06/2022 - Present
PFS Investments Inc. (ORLANDO FL)
FL
04/28/2017 - 07/26/2021
PFS INVESTMENTS INC. (ORLANDO FL)
IA
Issued 12/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/4/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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