Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Marval macias is a registered representative with PFS Investments Inc. Jose has been in the industry since October 14, 2021 and is currently registered with Florida. Jose holds the Series 6TO and SIE exams. PFS Investments Inc. is a Registered Investment Advisor (RIA) with a focus on providing investment advisory services to a wide range of clients, including individuals, corporations, and charitable organizations. Their firm focuses on individual portfolio management and has a large client base.
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
FL
10/15/2021 - Present
PFS Investments Inc. (MIAMI FL)
BC
Issued 10/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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