Unclaimed
Jose Edwardo Rojas is a registered representative with PFS Investments Inc. Jose Rojas has been in the financial industry since 2003 and has a proven track record of success. Jose is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
TX
04/16/2019 - Present
PFS Investments Inc. (CONROE TX)
GA
03/06/2003 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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