Unclaimed
Javier Isaias Rodriguez is a financial advisor with PFS Investments Inc. with over 8 years of experience in the industry. Javier is a registered representative in Texas and Michigan. Javier Rodriguez holds the Series 6, Series 26, Series 63 and SIE licenses. PFS Investments Inc. provides financial services to individuals, corporations, charitable organizations, and high-net-worth individuals. The firm specializes in portfolio management for individuals and offers a variety of advisory services, including financial planning and investment 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
TX
08/13/2015 - Present
PFS Investments Inc. (DALLAS TX)
BC
Issued 09/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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