Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Andrew Massimo is a registered representative of PFS Investments Inc. with 11 years of experience in the financial services industry. Jonathan has a Series 6, Series 63, and SIE license and has been registered in California since May 2021. His current office location is at 303 N GLENOAKS BLVD, STE M195-B, BURBANK, CA 91502. Jonathan has a strong track record of providing investment advice and portfolio management services to individuals and businesses. He is committed to helping his clients achieve their financial goals.
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
05/24/2021 - Present
PFS Investments Inc. (BURBANK CA)
CA
02/04/2011 - 12/04/2019
PFS INVESTMENTS INC. (BURBANK CA)
BC
Issued 02/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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