Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felina? Claim Your ProfileFelina Castillo is a registered representative with PFS Investments Inc., a firm based in Duluth, Georgia, with a branch office in San Jose, CA. Felina has been in the industry since January 24, 2017, and has a Series 6, Series 63, and SIE license. PFS Investments Inc. specializes in portfolio management for individuals and has over 59,808 accounts with over $8 billion in assets under management. Felina is an experienced financial advisor with a proven track record of helping individuals achieve their financial goals.
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
CA
01/25/2017 - Present
PFS Investments Inc. (SAN JOSE CA)
BC
Issued 06/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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