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Fernando E Bonada

PFS Investments Inc.

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About Fernando E Bonada

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.

Firm Information

Fernando Bonada is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Fernando Bonada’s Registration & Firm History

CA

08/10/2020 - Present

PFS Investments Inc. (BURBANK CA)

CA

07/31/2006 - 12/31/2009

PFS INVESTMENTS INC. (BURBANK CA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Fernando E Bonada. Review regulatory record here.
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