Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose R Nunez is a licensed investment advisor representative with PFS Investments Inc. Jose has been in the industry since 2011 and is registered with the state of California. Jose's specializations include Series 6. Jose's current employment with PFS Investments Inc. is based in SANTA ANA, CA. PFS Investments Inc. is a firm based in DULUTH, GA. PFS Investments Inc. manages over $8.46 Billion in assets.
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
11/22/2011 - Present
PFS Investments Inc. (SANTA ANA CA)
BC
Issued 04/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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