Unclaimed
Fernando Bonada is a financial advisor with PFS Investments Inc. based in Burbank, California. Fernando has been in the financial industry since 2007. He has a Series 6, Series 63, Series 65 and SIE license. Fernando provides financial planning and portfolio management services for individuals, corporations, and charitable organizations. Fernando has been with PFS Investments Inc. since 2010 and previously worked with Primerica Financial Services.
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
08/10/2020 - Present
PFS Investments Inc. (BURBANK CA)
CA
07/31/2006 - 12/31/2009
PFS INVESTMENTS INC. (BURBANK CA)
IA
Issued 06/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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