Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Rosendo Najera is a financial professional with over 25 years of experience in the industry. Carlos is registered with PFS Investments Inc. He has a Series 6 and Series 26 licenses and is a registered representative in the state of Florida. Carlos specializes in providing financial advice to individual clients. He has extensive knowledge of the investment company products/variable contracts industry and can provide a wide range of financial services.
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
FL
01/29/1997 - Present
PFS Investments Inc. (KISSIMMEE FL)
GA
02/03/1993 - 12/31/1996
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 03/18/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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