Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Pulido is a financial professional with over 20 years of experience in the industry. Jose currently works for PFS Investments Inc. Jose holds the Series 6, 26, and 63 licenses as well as the SIE exam. Jose has an active BC registration in Arizona, California, New York, Texas, and Washington. Jose has a strong background in providing financial advice to a wide range of clients, including individuals, families, and businesses. Jose is committed to helping clients achieve their financial goals through personalized financial planning and investment 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.
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CA
01/19/2001 - Present
PFS Investments Inc. (MODESTO CA)
BC
Issued 05/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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