Unclaimed
Gloria Mendoza Deleon is a registered representative with PFS Investments Inc. in Austin, TX. Gloria has been in the financial services industry since 2003 and has a strong understanding of investment strategies and financial products. She is dedicated to helping clients reach their financial goals. Gloria has passed the Series 6, Series 63, and SIE exams.
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
10/28/2003 - Present
PFS Investments Inc. (AUSTIN TX)
BC
Issued 03/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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