Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Maria Perez is a registered representative with PFS Investments Inc. Yvonne has been in the securities industry since 2012. Yvonne is licensed to sell securities in Florida. Yvonne has earned the Series 6 and SIE exams. Yvonne specializes in variable contracts and investment company products. Yvonne's main office is located in Miami Lakes, FL. Yvonne is licensed to sell securities through PFS Investments Inc. PFS Investments Inc. is a registered investment advisor that provides financial planning and portfolio management services to individuals. PFS Investments Inc.'s main office is located 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
FL
05/31/2012 - Present
PFS Investments Inc. (MIAMI LAKES FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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