Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Garza is a financial professional with PFS Investments Inc. based in Houston, Texas. Jonathan has been in the financial industry since May 2020. Previously, Jonathan worked at CADARET, GRANT & CO., INC. in SYRACUSE, NY and at PFS INVESTMENTS INC. in HOUSTON, TX. Jonathan holds Series 63, Series 26, and Series 6TO licenses, along with the SIE exam. Jonathan is registered with the state of Texas. Jonathan specializes in providing financial advice and portfolio management 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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2
TX
07/27/2022 - Present
PFS Investments Inc. (Houston TX)
NY
03/10/2022 - 07/07/2022
CADARET, GRANT & CO., INC. (SYRACUSE NY)
TX
04/30/2020 - 03/09/2022
PFS INVESTMENTS INC. (HOUSTON TX)
BC
Issued 05/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/29/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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