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 Vizcarra is a financial advisor with PFS Investments Inc. Based in Ontario, CA, Jose has been a registered representative since 1984 and has been with PFS Investments Inc. since 1985. Jose specializes in providing financial advice to individuals and has worked as a financial advisor for over 30 years.
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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2
CA
03/19/2013 - Present
PFS Investments Inc. (ONTARIO CA)
NA
06/07/1984 - 10/09/1984
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 02/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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