Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Fontana is an Investment Advisor Representative with PFS Investments Inc. in Houston, TX. Francis is a registered representative with 36 years of experience in the industry. They are licensed to provide financial planning services in several states, including Colorado, Louisiana, New York, Texas, and Washington. Francis is also a registered Investment Advisor Representative in Texas.
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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TX
12/01/2015 - Present
PFS Investments Inc. (HOUSTON TX)
IA
Issued 10/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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