Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Morales is a registered representative at PFS Investments Inc., located in Lynbrook, NY. Jose has been in the securities industry since November 2007. Jose is licensed in 10 states, including New York, Connecticut, Florida, Georgia, Illinois, Maryland, New Jersey, North Carolina, and Pennsylvania. Jose is also a registered investment advisor in New York. Jose has passed the Series 63, SIE, and Series 6 exams. Jose provides investment advice and portfolio management services to individuals, businesses, and charitable organizations.
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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NY
08/03/2021 - Present
PFS Investments Inc. (LYNBROOK NY)
BC
Issued 12/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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