Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Javier Roman burgos is a registered representative with PFS Investments Inc. Carlos Javier has been in the industry since 2016. Carlos Javier has been registered with the state of Puerto Rico since 2016 and Florida since 2023. Carlos Javier is licensed to sell Investment Company Products/Variable Contracts and is a holder of the Securities Industry Essentials Examination. Carlos Javier works from the PFS Investments Inc. branch office located in Guaynabo, Puerto Rico.
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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PR
04/14/2016 - Present
PFS Investments Inc. (GUAYNABO PR)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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