Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Domingo? Claim Your ProfileDomingo Bastardo is a licensed investment advisor representative with PFS Investments Inc. He has been working in the financial services industry since 2012. Domingo has a Series 63 and Series 65 license, and has also passed the Series 26, Series 6TO and the SIE exams. Domingo works with a variety of clients, including individuals, corporations, and charitable organizations. Domingo specializes in portfolio management and financial planning.
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
WI
09/16/2024 - Present
PFS Investments Inc. (MILWAUKEE WI)
WI
11/29/2021 - 12/31/2021
PFS INVESTMENTS INC. (MILWAUKEE WI)
IA
Issued 08/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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