Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Gayondato Cruz is a financial professional with over 7 years of experience in the financial services industry. Jeffrey is currently registered with PFS Investments Inc. in Chicago, Illinois. Jeffrey holds the Series 6, 63, and 26 securities licenses. Jeffrey is a Series 6 specialist focusing on individual clients. Prior to his current position, Jeffrey worked for PFS Investments Inc. in several roles.
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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IL
01/23/2020 - Present
PFS Investments Inc. (CHICAGO IL)
IL
01/24/2018 - 12/31/2019
PFS INVESTMENTS INC. (CHICAGO IL)
IL
01/15/2015 - 12/31/2017
PFS INVESTMENTS INC. (CHICAGO IL)
IL
06/11/2013 - 12/31/2014
PFS INVESTMENTS INC. (CHICAGO IL)
BC
Issued 07/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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