Unclaimed
Erica Jimenez-huerta is a registered representative and investment advisor representative with PFS Investments Inc. Erica has been in the industry since August 2017. Erica holds the Series 6 and SIE licenses and the Series 63 registration in the state of California. Erica's registration is active and she is currently licensed in the state of California. PFS Investments Inc. is based in Duluth, Georgia and provides investment advice to individuals and businesses.
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.
1
2
CA
08/21/2017 - Present
PFS Investments Inc. (RANCHO CORDOVA CA)
BC
Issued 08/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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