Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Mallea is a financial advisor at PFS Investments Inc. located in Rockville, Maryland. Jose has been working in the industry since June 5, 2016. Jose's areas of expertise include Investment Company Products/Variable Contracts. Jose is registered with both FINRA and the State of Maryland. Prior to joining PFS Investments Inc., Jose worked at MML Investors Services, LLC.
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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2
MD
10/06/2021 - Present
PFS Investments Inc. (ROCKVILLE MD)
MD
01/22/2020 - 08/04/2021
MML INVESTORS SERVICES, LLC (ROCKVILLE MD)
MD
07/23/2019 - 12/31/2019
PFS INVESTMENTS INC. (ROCKVILLE MD)
MD
04/25/2017 - 12/12/2017
NYLIFE SECURITIES LLC (BETHESDA MD)
MD
01/19/2016 - 09/30/2016
C. G. MENK & ASSOCIATES, INC. (HANOVER MD)
MD
06/12/2013 - 06/18/2015
PFS INVESTMENTS INC. (GAITHERSBURG MD)
BC
Issued 09/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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