Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Luis Diaz is a financial advisor with PFS Investments Inc. based in Corona, CA. Diaz has been in the industry since March 2003 and holds licenses in Arizona, California, Florida, Indiana, Texas, and Washington. Diaz specializes in variable contracts and offers a wide range of financial services including financial planning, investment advice and portfolio management.
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.
1
2
CA
03/10/2003 - Present
PFS Investments Inc. (CORONA CA)
BC
Issued 03/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jose Diaz is the right advisor for you? Invested Better is here to help.
