Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Carlos Laguer is a financial professional with over 7 years of experience in the industry. Roberto is currently registered with PFS Investments Inc. as an Investment Advisor Representative. Roberto holds a Series 6, Series 63, Series 26 and SIE licenses, along with a Series 65 license, which enables Roberto to offer investment advice in several states. Roberto also holds registrations in several states including New York, New Jersey, Pennsylvania, Texas, and Virginia, along with a few more. Roberto has worked for Primerica Financial Services and Rick Bus Co prior to joining PFS Investments Inc.
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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2
NY
09/13/2023 - Present
PFS Investments Inc. (BRONX NY)
IA
Issued 05/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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