Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Rojas-lara is a financial advisor with PFS Investments Inc. Jose has a Series 63, Series 6TO, and SIE license. Jose has been active in the financial services industry since May 4, 2022. PFS Investments Inc. provides investment advisory services to individuals, corporations, and charitable organizations. The firm has a strong track record of providing sound financial advice and managing investment portfolios for their clients.
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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TX
05/05/2022 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 08/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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