Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Daniels heredia is a financial advisor at PFS Investments Inc., a firm with a history of providing advisory services to individuals. Jose is licensed in multiple states including California, Nevada, New Mexico, and Texas. He has been in the industry since 2008 and holds various licenses and certifications including Series 6, Series 26 and Series 63.
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
NV
11/06/2008 - Present
PFS Investments Inc. (LAS VEGAS NV)
BC
Issued 06/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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