Unclaimed
Carlos Mashuca is a financial professional who is registered with the state of Texas. Carlos is a registered representative of PFS Investments Inc. Carlos has been in the industry since August 16, 2020, and has a Series 63, Series 26, Series 6TO and SIE license. Carlos is currently registered in 12 states. PFS Investments Inc. is a firm based in Duluth, Georgia.
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
08/17/2020 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 08/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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