Unclaimed
Jenny Yuliana Rojo ruiz is a registered representative with PFS Investments Inc. who is based in TEMECULA, CA. Jenny is currently licensed and registered in California and Vermont. She is a registered representative for PFS Investments Inc. Jenny has been in the financial services industry for over 6 years. Jenny specializes in securities related to investment companies.
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
CA
08/14/2017 - Present
PFS Investments Inc. (TEMECULA CA)
BC
Issued 08/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jenny Rojo ruiz is the right advisor for you? Invested Better is here to help.