Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruben? Claim Your ProfileRuben Aguilar Lomeli is a financial advisor with PFS Investments Inc., a firm located in Duluth, Georgia. Ruben has been in the financial industry for over 5 years and is registered with the state of Illinois, Indiana, and Wisconsin. Ruben holds the Series 6, Series 26, Series 63, and SIE licenses. Ruben specializes in financial planning, portfolio management, and investment services 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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2
IL
01/10/2018 - Present
PFS Investments Inc. (ELGIN IL)
BC
Issued 05/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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