Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Jairo Barreto is a registered representative with PFS Investments Inc. located in Clearwater, Florida. Jose Jairo Barreto has been in the securities industry since 2018 and has experience working with individual investors. Jose Jairo Barreto's firm is registered as a broker-dealer and investment advisor with the SEC. PFS Investments Inc. offers a variety of financial products and services, including portfolio management for individuals.
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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FL
06/29/2021 - Present
PFS Investments Inc. (CLEARWATER FL)
FL
01/10/2018 - 07/16/2019
PFS INVESTMENTS INC. (CLEARWATER FL)
FL
12/13/2017 - 12/31/2017
PFS INVESTMENTS INC. (CLEARWATER FL)
GA
02/25/2008 - 12/31/2009
PFS INVESTMENTS INC. (CARTERSVILLE GA)
BC
Issued 07/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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