Unclaimed
Cecile Balanon is a registered representative with PFS Investments Inc. Cecile has been active in the financial services industry since April 2011. Cecile holds the Series 6, Series 63 and SIE licenses and is registered in California. Cecile is located in Clovis, CA and works out of the PFS Investments Inc. office located at 2565 ALLUVIAL AVE, STE 102-A-1, CLOVIS, CA 93611.
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
CA
04/04/2011 - Present
PFS Investments Inc. (CLOVIS CA)
BC
Issued 03/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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