Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Peralta is a registered representative with PFS Investments Inc. Francisco has been in the financial industry for over 10 years and specializes in investment company products. Francisco holds the Series 6 and Series 63 licenses as well as the SIE. Francisco is currently registered in Arizona and has been working with clients in the state of Arizona since 2014. Francisco has previously been registered in Arizona with PFS Investments Inc.
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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AZ
08/22/2014 - Present
PFS Investments Inc. (TUCSON AZ)
AZ
12/17/2010 - 03/01/2013
PFS INVESTMENTS INC. (MESA AZ)
BC
Issued 09/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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