Unclaimed
Gabriel Rodriguez is a financial advisor associated with PFS Investments Inc. Gabriel is licensed in California and Colorado and has a strong track record in the financial services industry, holding the Series 6, Series 63, and SIE licenses. Gabriel has been active in the industry since 2013 and has a focus on providing financial advice 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
CA
11/14/2013 - Present
PFS Investments Inc. (WILDOMAR CA)
BC
Issued 11/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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