Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erick? Claim Your ProfileErick Gonzalez is an investment advisor representative with PFS Investments Inc. Erick has been working in the financial services industry since September 2022 and has a background in sales and technology. Erick is registered with the state of California and holds the Series 63 and Series 65 licenses. Erick's experience includes providing financial planning and portfolio management services to individuals. Erick has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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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CA
08/23/2024 - Present
PFS Investments Inc. (CHINO HILLS CA)
IA
Issued 08/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/13/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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