Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Abreu is a financial advisor with PFS Investments Inc. in Las Vegas, Nevada. Jose has been working in the industry since 2006. Jose is a licensed investment advisor representative and holds the Series 6, Series 63 and Series 65 licenses. Jose has also passed the SIE exam. In addition to financial advising, Jose is a licensed real estate salesperson and has been in the real estate industry since 2021.
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
NV
03/31/2022 - Present
PFS Investments Inc. (LAS VEGAS NV)
NV
01/27/2020 - 07/13/2020
MML INVESTORS SERVICES, LLC (LAS VEGAS NV)
CT
02/19/2016 - 01/07/2019
PEOPLE'S SECURITIES, INC. (RIVERSIDE CT)
CT
04/17/2012 - 12/28/2015
LPL FINANCIAL LLC (STAMFORD CT)
CT
01/20/2006 - 09/22/2011
METLIFE SECURITIES INC. (STAMFORD CT)
CT
01/20/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (STAMFORD CT)
IA
Issued 12/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jose Abreu is the right advisor for you? Invested Better is here to help.
