Unclaimed
Chris Dalkos is a financial professional with over 20 years of experience in the industry. Chris is a Registered Representative of PFS Investments Inc., a well-established financial services firm with a strong reputation in the industry. Chris works with individuals and businesses providing investment and financial planning 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
CA
01/16/2013 - Present
PFS Investments Inc. (TUSTIN CA)
CA
10/19/1999 - 10/16/2012
PFS INVESTMENTS INC. (BREA CA)
BC
Issued 01/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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