Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Calpena is a registered representative with PFS Investments Inc. located in SAN ANTONIO, TX. John Robert Calpena has been in the securities industry since January 23, 2020. John Robert Calpena is registered to conduct business in Texas. John Robert Calpena is currently employed with PFS Investments Inc. in San Antonio. Previously, John Robert Calpena was employed with NYLIFE SECURITIES LLC in San Antonio.
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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TX
09/11/2023 - Present
PFS Investments Inc. (SAN ANTONIO TX)
TX
12/24/2019 - 07/20/2023
NYLIFE SECURITIES LLC (SAN ANTONIO TX)
TX
09/26/2019 - 10/16/2019
NYLIFE SECURITIES LLC (SAN ANTONIO TX)
BC
Issued 06/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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