Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Mancillas is a registered investment advisor representative at PFS Investments Inc. Jonathan has been in the industry since 2019 and currently holds Series 63, 65, and 26 licenses. Jonathan is also licensed in Texas and offers portfolio management services 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
02/21/2024 - Present
PFS Investments Inc. (IRVING TX)
IA
Issued 02/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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