Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilfredo? Claim Your ProfileWilfredo Velez is a licensed securities professional with PFS Investments Inc., a firm headquartered in Duluth, Georgia. Wilfredo Velez has been in the financial services industry for 2 years and has a Series 6TO, Series 63 and SIE license. Wilfredo Velez is registered to conduct business in Illinois and is associated with the Elgin, Illinois branch office of 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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IL
06/24/2020 - Present
PFS Investments Inc. (ELGIN IL)
BC
Issued 07/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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