Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos McConico is a registered representative with PFS Investments Inc. based in MANSFIELD, TX. Carlos is a Series 6, 63, and 6TO licensed representative with over a decade of experience in the financial industry. PFS Investments Inc. offers a variety of investment products and services for individuals, corporations, and charitable organizations. They specialize in portfolio management and have over $8.4 billion in assets under management.
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
01/04/2021 - Present
PFS Investments Inc. (MANSFIELD TX)
TX
01/01/2012 - 12/31/2017
PFS INVESTMENTS INC. (MANSFIELD TX)
BC
Issued 04/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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