Unclaimed
Israel Santana is a financial advisor with PFS Investments Inc., an independent broker-dealer registered with FINRA and SIPC. Israel has been in the securities industry since 2016 and holds the Series 6 and SIE licenses. Israel is registered with the state of Puerto Rico. PFS Investments Inc. provides a variety of financial services, including portfolio management for individuals, to clients across the United States. Israel Santana is located at 7955 NW 12 ST STE 200, DORAL, FL 33126.
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.
1
2
FL
04/12/2023 - Present
PFS Investments Inc. (DORAL FL)
FL
02/08/2016 - 02/03/2023
PFS INVESTMENTS INC. (DORAL FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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