Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Vasquez Contreras is a registered representative with PFS Investments Inc. based in Bronx, New York. Jonathan is licensed to provide securities and investment advice in New York. Jonathan passed the Series 63, Series 6TO and SIE exams and has been working in the industry since May 2023. Jonathan specializes in providing investment advice to individuals. PFS Investments Inc. is a full-service firm that provides investment advice to individuals, corporations, charitable organizations, and high-net-worth 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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NY
05/30/2023 - Present
PFS Investments Inc. (BRONX NY)
BC
Issued 08/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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