Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vel russell? Claim Your ProfileVel C Lumang is a financial professional registered with PFS Investments Inc. Vel has been in the financial services industry since February 24, 2015. Vel holds the Series 6, Series 63 and SIE licenses. Vel's primary office location is in Fontana, California. PFS Investments Inc. offers investment advisory services to individuals, corporations, charitable organizations and high net worth 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.
1
2
CA
02/25/2015 - Present
PFS Investments Inc. (FONTANA CA)
BC
Issued 05/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Vel russell Lumang is the right advisor for you? Invested Better is here to help.
