Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Prieto is a financial professional with a background in the securities industry. Jonathan has passed the Series 63, Series 6TO and SIE exams. Jonathan is registered with PFS Investments Inc. in California. PFS Investments Inc. is a financial services firm providing a variety of financial products and services to individuals, corporations, and other entities. The firm offers a variety of advisory services, including portfolio management for individuals. PFS Investments Inc. has over 59,800 clients with a total of $8.5 billion in assets under management. Jonathan has been in the industry since September of 2020.
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
09/21/2020 - Present
PFS Investments Inc. (WOODLAND HILLS CA)
BC
Issued 10/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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