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 Jaimes rodriguez is a registered representative with PFS Investments Inc., a firm with a wide range of client types, including individuals, high-net-worth individuals, and charitable organizations. Jose Luis Jaimes rodriguez specializes in portfolio management for individuals and is licensed to conduct business in Illinois.
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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IL
07/27/2023 - Present
PFS Investments Inc. (LOMBARD IL)
BC
Issued 11/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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