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Guadalupe Renteria Mendoza

PFS Investments Inc.

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About Guadalupe Renteria Mendoza

Guadalupe Mendoza is a financial professional with over 17 years of experience in the financial services industry. Guadalupe is currently registered with PFS Investments Inc. in Fullerton, California and has been with the firm since January 2012. Prior to that, Guadalupe was employed with PFS Investments Inc. in Anaheim, California and Duluth, Georgia. Guadalupe is a Series 6 and Series 63 licensed representative, as well as a Series 26 Principal. Guadalupe has a strong track record of providing investment advice and guidance to individuals, families, and businesses. Guadalupe is committed to helping clients achieve their financial goals.

Firm Information

Guadalupe Mendoza is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Guadalupe Mendoza’s Registration & Firm History

CA

01/20/2012 - Present

PFS Investments Inc. (FULLERTON CA)

CA

06/02/2008 - 12/31/2011

PFS INVESTMENTS INC. (ANAHEIM CA)

GA

09/05/2005 - 05/21/2008

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 03/22/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Guadalupe Renteria Mendoza.
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