Unclaimed
Jesus Palenzuela is a financial advisor with PFS Investments Inc., a firm based in Duluth, Georgia. Jesus has been in the financial industry since 1995. Jesus is a licensed and registered in several states including Florida, California, Georgia, Massachusetts, New Jersey, North Carolina, Texas and Virginia. He has also earned multiple securities licenses including Series 6, Series 26 and Series 63. His primary focus is portfolio management for 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.
1
2
FL
07/28/1995 - Present
PFS Investments Inc. (MIAMI LAKES FL)
BC
Issued 07/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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