Unclaimed
Edward Oviedo is a registered representative with PFS Investments Inc. Edward is licensed to offer securities and investment advice in California, Colorado, Florida, and Texas. Edward is experienced in portfolio management for individuals and is licensed to offer a variety of investment products, including variable contracts, and has passed the Series 63, Series 26, and Series 6TO exams.
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
08/19/2019 - Present
PFS Investments Inc. (San Antonio TX)
BC
Issued 10/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/19/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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