Unclaimed
Cayla Gonzalez is a registered representative with PFS Investments Inc. based in Austin, Texas. Cayla has passed the Uniform Securities Agent State Law Examination (Series 63), Investment Company Products/Variable Contracts Representative Examination (Series 6TO), and Securities Industry Essentials Examination (SIE). Cayla has been working in the financial services industry for over 1 year.
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
12/01/2023 - Present
PFS Investments Inc. (AUSTIN TX)
BC
Issued 01/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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