Unclaimed
Jose Luis Gonzalez is a financial professional with experience in the financial services industry. Gonzalez has passed the Series 6, Series 63, and SIE exams. Gonzalez is currently registered with PFS Investments Inc. and is located in Laredo, TX. Gonzalez is a licensed investment advisor representative.
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
TX
01/06/2022 - Present
PFS Investments Inc. (LAREDO TX)
TX
08/03/2018 - 12/31/2021
PFS INVESTMENTS INC. (LAREDO TX)
BC
Issued 03/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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