Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Ortiz is a registered representative with PFS Investments Inc., located in HIALEAH, FL. Angel has been in the industry since January 2020 and is a licensed Series 6TO and Series 26 representative. Angel's areas of expertise include portfolio management for individuals.
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
01/03/2020 - Present
PFS Investments Inc. (HIALEAH FL)
BC
Issued 03/23/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/03/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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