Unclaimed
Jorge Humberto Castro is a financial professional registered with PFS Investments Inc., a firm with a strong focus on individual investors and a significant client base. Jorge currently works at the Georgetown, Texas branch of the firm, having joined the firm in December 2022. Prior to this, Jorge worked for PFS Investments Inc. in Pasadena, California. Jorge possesses a range of licenses and certifications including Series 6, Series 63, and Series 6TO licenses.
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
TX
12/19/2022 - Present
PFS Investments Inc. (GEORGETOWN TX)
CA
12/16/2009 - 05/05/2014
PFS INVESTMENTS INC. (PASADENA CA)
BC
Issued 04/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/06/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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