Unclaimed
Guillermo Emmanuel Casanova is a financial professional with PFS Investments Inc. in SAN FERNANDO, CA. Guillermo has been in the financial industry since December 17, 2018 and holds the Series 6, Series 63 and SIE licenses. Guillermo specializes in investment company products and variable contracts. PFS Investments Inc. is an investment advisor with over 59,000 client accounts and approximately $8.5 Billion in regulatory assets under management.
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
12/18/2018 - Present
PFS Investments Inc. (SAN FERNANDO CA)
BC
Issued 04/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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