Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Richard Sepulveda is a financial professional with over a decade of experience in the securities industry. Registered with the state of California since 2010, Jerry has a broad range of experience in the industry. Jerry is currently affiliated with PFS Investments Inc., a firm that provides a variety of investment and financial planning services. Jerry is a Series 6, 26, and 63 licensed financial professional. Jerry's career has been dedicated to helping individuals and families achieve their financial goals. He has a passion for providing personalized financial advice and guidance.
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
10/05/2010 - Present
PFS Investments Inc. (CANYON LAKE CA)
BC
Issued 07/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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