Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Muniz is a registered representative with PFS Investments Inc. Jonathan is licensed to provide investment advice in California, Texas and Washington. Jonathan has a Series 63, Series 6TO and SIE license. Jonathan's current employment with PFS Investments Inc. began on 4/15/2022. PFS Investments Inc. is a registered investment advisor headquartered in Duluth, GA. The firm's advisory services include portfolio management for individuals. Jonathan is focused on helping 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.
1
2
CA
04/15/2022 - Present
PFS Investments Inc. (CERRITOS CA)
BC
Issued 05/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jonathan Muniz is the right advisor for you? Invested Better is here to help.
