Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Saenz is a financial advisor who has been in the industry since 2007. He is currently registered with PFS Investments Inc. and has a Series 7 and Series 66 license. Isaac has previously worked with J.P. Morgan Securities LLC, CHASE INVESTMENT SERVICES CORP., WELLS FARGO ADVISORS, LLC, and A. G. EDWARDS & SONS, INC. Isaac is a licensed financial advisor in the state of Texas and has been with PFS Investments Inc. since 2015.
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
06/14/2018 - Present
PFS Investments Inc. (AUSTIN TX)
TX
10/01/2012 - 10/04/2013
J.P. MORGAN SECURITIES LLC (MCALLEN TX)
TX
07/16/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (EDINBURG TX)
TX
01/01/2008 - 07/01/2010
WELLS FARGO ADVISORS, LLC (MCALLEN TX)
TX
04/10/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MCALLEN TX)
BOTH
Issued 04/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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