Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Uechi is a financial advisor with PFS Investments Inc. John has been in the industry since 2013 and holds the Series 6, Series 63, Series 65, and SIE licenses. John has been registered with the state of Texas since 2013 and is currently registered with PFS Investments Inc. John specializes in providing financial advice to individuals and businesses. John's experience includes working with Primerica Financial Services and Texas Commission on Environmental Quality. John is also a part-time owner of Symvasi Consulting, LLC, a software analysis and consulting business.
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
TX
02/05/2019 - Present
PFS Investments Inc. (GEORGETOWN TX)
TX
09/09/2013 - 11/18/2015
PFS INVESTMENTS INC. (AUSTIN TX)
IA
Issued 12/07/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Uechi is the right advisor for you? Invested Better is here to help.
