Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Plascencia is a financial professional with over 10 years of experience in the industry. Jose has a strong track record of success in providing investment advice and portfolio management services to individuals, corporations, and charitable organizations. Currently, Jose is a registered representative with PFS Investments Inc. Jose holds Series 6, Series 63, and Series 26 licenses. In addition to the Series licenses, Jose has also passed the SIE exam. Jose is committed to providing clients with personalized financial advice that meets their individual needs and goals.
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
01/23/2019 - Present
PFS Investments Inc. (NEWARK CA)
CA
09/07/2017 - 12/31/2018
PFS INVESTMENTS INC. (SAN LEANDRO CA)
CA
03/03/2017 - 05/03/2017
PFS INVESTMENTS INC. (SAN LEANDRO CA)
BC
Issued 03/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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