Unclaimed
Fernando Soto Cancel is a registered representative with PFS Investments Inc. Fernando holds the Series 63, Series 6TO, and SIE licenses. Fernando is currently registered in Texas and California. Fernando has been in the industry since July 2023. Fernando is primarily focused on offering financial planning and portfolio management services to individuals.
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
TX
07/17/2023 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 07/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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