Unclaimed
Benjamin Longoria is a Registered Representative and Investment Advisor Representative with PFS Investments Inc. Benjamin has been in the financial services industry for over 10 years. Benjamin is licensed to provide investment advice in Oklahoma and Florida. Benjamin holds Series 63, 65 and 6TO licenses, along with the Securities Industry Essentials (SIE) designation. Benjamin may provide financial products and services from other companies affiliated with PFS Investments Inc. Benjamin also may receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products, as well as other home related services.
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
TX
11/16/2022 - Present
PFS Investments Inc. (SAN MARCOS TX)
IA
Issued 10/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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