Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Herrera is a financial professional with PFS Investments Inc., a firm with a focus on individual and business portfolio management. Jesus holds a Series 63, Series 26, Series 6TO, and SIE license, and is currently registered in Washington. Jesus has been in the financial industry since December 8, 2023. Jesus's experience, credentials, and specialization in financial planning make him a valuable asset to PFS Investments Inc.
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
AZ
12/09/2023 - Present
PFS Investments Inc. (GOODYEAR AZ)
BC
Issued 02/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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