Unclaimed
Cletis Escobar is a financial advisor with PFS Investments Inc., with over 18 years of experience in the financial industry. Cletis is licensed in Texas and has a Series 6, SIE, and Series 63. Cletis is dedicated to providing personalized financial advice to clients. Cletis's specializations include variable contracts. Cletis's experience and expertise allows Cletis to provide a wide range of financial services to individuals.
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
10/20/2018 - Present
PFS Investments Inc. (WILLS POINT TX)
GA
06/26/2000 - 12/31/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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