Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Alvarez is a financial advisor with PFS Investments Inc., based in WOODLAND HILLS, CA. Jose Alvarez has over 1 year of experience in the financial industry. Jose Alvarez is registered with FINRA and holds the Series 6TO, Series 63, and SIE 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.
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CA
08/14/2019 - Present
PFS Investments Inc. (WOODLAND HILLS CA)
BC
Issued 05/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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