Unclaimed
Jesse Balderas is a financial professional registered with PFS Investments Inc. Jesse is licensed in Texas and has been in the industry since June 2020. Jesse is a Series 63, Series 6TO and SIE exam holder. Jesse Balderas specializes in providing investment advice to individuals.
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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TX
06/22/2020 - Present
PFS Investments Inc. (SAN ANTONIO TX)
BC
Issued 07/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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