Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bertha? Claim Your ProfileBertha O. Gonzaba is a financial advisor with PFS Investments Inc., a firm that manages over $8 billion in assets. Bertha joined PFS Investments Inc. in May 2021 and is licensed to provide financial advice in Texas. Bertha holds the Series 63, Series 6TO, and SIE licenses and focuses on providing 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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TX
05/11/2021 - Present
PFS Investments Inc. (SAN ANTONIO TX)
BC
Issued 06/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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