Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Vergara is a registered representative with PFS Investments Inc. Ivan has been in the securities industry since January 10, 2010. Ivan is licensed to offer investment advisory services in California. Ivan is currently registered with PFS Investments Inc. in California. Ivan holds the Series 6, Series 26, and Series 63 licenses. Ivan is based in Escondido, CA.
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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CA
03/02/2011 - Present
PFS Investments Inc. (ESCONDIDO CA)
CA
11/12/2009 - 12/31/2010
PFS INVESTMENTS INC. (SAN MARCOS CA)
BC
Issued 10/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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