Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilfredo? Claim Your ProfileWilfredo Perez-frias is a financial professional with PFS Investments Inc., a firm located in Duluth, Georgia. Wilfredo is registered with the Financial Industry Regulatory Authority (FINRA) and the state of New York, as well as several other states. Wilfredo has been in the financial services industry for over six years, having started their career in August of 2017. Wilfredo offers a wide range of services, including investment advice and portfolio management.
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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NY
08/09/2017 - Present
PFS Investments Inc. (HAUPPAUGE NY)
BC
Issued 08/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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