Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guadalupe? Claim Your ProfileGuadalupe Salvador Moncada is a financial advisor associated with PFS Investments Inc. Guadalupe has been in the financial industry since March 7, 2010. Guadalupe has a Series 66, SIE, and Series 7 license and is registered with the state of California. Guadalupe's current office location is 1530 W STATE ST, STE B-1, MERIDIAN, ID, 83642.
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
ID
01/04/2013 - Present
PFS Investments Inc. (MERIDIAN ID)
CA
12/18/2012 - 12/31/2012
PFS INVESTMENTS INC. (BURBANK CA)
CA
03/19/2010 - 01/03/2011
CHASE INVESTMENT SERVICES CORP. (VALENCIA CA)
CA
03/21/2008 - 04/07/2010
WELLS FARGO INVESTMENTS, LLC (PANORAMA CITY CA)
BOTH
Issued 03/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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