Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Lara is a financial advisor with PFS Investments Inc., based in Chino Hills, CA. Jimmy has been working in the financial industry since 2004. He holds several licenses including Series 6, Series 26, and Series 63. Jimmy is registered in Arkansas, California, Georgia, and Texas. Jimmy specializes in providing portfolio management services 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.
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CA
01/22/2009 - Present
PFS Investments Inc. (CHINO HILLS CA)
GA
01/28/2008 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
GA
04/26/2006 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
GA
05/17/2004 - 12/31/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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