Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Espada colon is a financial professional with over 10 years of experience in the industry. Carlos is currently registered with PFS Investments Inc. in Puerto Rico, Florida and Texas. Carlos holds multiple licenses including Series 6, 63, 65 and 26. Carlos has been associated with PFS Investments Inc. since 2014.
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.
1
2
PR
04/04/2017 - Present
PFS Investments Inc. (SAN JUAN PR)
BC
Issued 03/08/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Carlos Espada colon is the right advisor for you? Invested Better is here to help.
