Unclaimed
Alejandro Uribe is a registered representative and investment advisor with PFS Investments Inc. based in Santa Fe Springs, California. Alejandro has been in the financial industry since 2012 and holds Series 6, 26, and 63 licenses. Alejandro provides portfolio management for individuals and has a proven track record of success in the industry.
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
05/10/2024 - Present
PFS Investments Inc. (SANTA FE SPRINGS CA)
CA
01/04/2022 - 02/23/2024
PFS INVESTMENTS INC. (SANTA FE SPRINGS CA)
CA
05/10/2012 - 12/31/2021
PFS INVESTMENTS INC. (SANTA FE SPRINGS CA)
BC
Issued 05/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alejandro Uribe is the right advisor for you? Invested Better is here to help.