Unclaimed
Gerardo Granados is a financial advisor with PFS Investments Inc. Gerardo has been in the financial services industry since September 2008. Gerardo is a Series 6, 26, and 63 licensed professional and has been registered with FINRA since November 2017. Gerardo's previous experience includes working for MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP. Gerardo has expertise in a wide range of investment products and services, including variable contracts.
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
TX
11/07/2017 - Present
PFS Investments Inc. (AUSTIN TX)
TX
03/25/2017 - 08/25/2017
MML INVESTORS SERVICES, LLC (DALLAS TX)
TX
10/21/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DALLAS TX)
TX
10/01/2012 - 10/28/2016
J.P. MORGAN SECURITIES LLC (ARLINGTON TX)
TX
03/12/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ARLINGTON TX)
TX
06/16/2008 - 02/22/2010
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 07/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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