Unclaimed
Cesar Marmolejo is a financial advisor who has been in the industry since October 29, 2006. Cesar is currently registered with PFS Investments Inc., and has been with the firm since November 29, 2010. Cesar previously worked for PFS Investments Inc. from December 2, 2003 to December 31, 2007 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
CA
11/29/2010 - Present
PFS Investments Inc. (WILDOMAR CA)
GA
12/02/2003 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 12/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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