Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Castro Luna is a financial professional with over 15 years of experience in the industry. Ricardo is currently registered with PFS Investments Inc. Ricardo has a wide range of experience, having previously worked with PFS Investments Inc. in both Austin, TX, and Duluth, GA. Ricardo holds Series 6, 26, and 63 licenses, as well as the SIE exam. Ricardo specializes in providing 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.
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TX
07/01/2015 - Present
PFS Investments Inc. (AUSTIN TX)
TX
12/21/2001 - 12/31/2005
PFS INVESTMENTS INC. (AUSTIN TX)
GA
03/20/1995 - 11/30/1995
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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