Unclaimed
Jorge Leonardo Cardona is an active representative with PFS Investments Inc., a firm with over 3,500 licensed agents, investment advisor representatives, and registered representatives. Jorge has been working in the financial industry since August 31, 2016, and is registered in Florida. Jorge holds the Series 6, Series 26, and SIE licenses. He is also a specialist in Investment Company Products/Variable Contracts.
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
FL
09/01/2016 - Present
PFS Investments Inc. (DORAL FL)
BC
Issued 12/20/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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