Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Monserrate donate is a registered representative with PFS Investments Inc. Fernando has been in the securities industry since February 8, 2015 and is currently registered in Alabama, Florida, Indiana, Massachusetts, North Carolina, Puerto Rico, Texas and Virginia. Fernando specializes in investment company products/variable contracts. Fernando holds Series 6, Series 26 and Series 63 licenses.
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
PR
02/09/2015 - Present
PFS Investments Inc. (SAN JUAN PR)
BC
Issued 01/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Fernando Monserrate donate is the right advisor for you? Invested Better is here to help.
