Unclaimed
Angel Jimenez is a financial professional with PFS Investments Inc., a firm that offers portfolio management for individuals. Angel has experience in the financial industry for over one year and is registered with the state of California. They are also licensed to provide investment advisory services in a variety of other states, including Alaska, Arizona, Colorado, Illinois, Kansas, New Mexico, Ohio, Oregon, Texas, Utah, Virginia, Washington and Wyoming. Angel is committed to helping individuals achieve their financial goals and is dedicated to providing them with personalized financial advice and guidance.
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
CA
01/31/2023 - Present
PFS Investments Inc. (SIMI VALLEY CA)
BC
Issued 06/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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