Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sylvia? Claim Your ProfileSylvia Margarita Lara is a Registered Representative with PFS Investments Inc. and has been in the industry since November 24, 2013. Sylvia has a Series 6, Series 26, and Series 63 license. She is currently registered in Texas and has been registered with PFS Investments Inc. since November 25, 2013. PFS Investments Inc. provides portfolio management for individuals and is headquartered in Duluth, Georgia.
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
TX
11/25/2013 - Present
PFS Investments Inc. (MCALLEN TX)
BC
Issued 04/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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