Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jocelyn? Claim Your ProfileJocelyn Jimenez has been a registered representative for over 16 years. Jocelyn holds multiple licenses and certifications including Series 6, Series 26, and Series 63 licenses. Jocelyn is currently registered with PFS Investments Inc., a firm that has been in business for over 10 years and has over 3,500 employees. PFS Investments Inc. provides a range of investment advisory services, including financial planning, portfolio management, and educational seminars. Jocelyn works with a variety of clients, including high-net-worth individuals, corporations, and charities.
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
CA
03/07/2006 - Present
PFS Investments Inc. (SAN DIEGO CA)
BC
Issued 05/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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