Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Renato Herrera is a financial advisor with PFS Investments Inc. based in Pasadena, CA. Jose has been in the financial services industry since 1991 and has been registered with the state of California since 2017. Jose is licensed to offer financial advice to individuals and businesses. He is committed to helping clients reach their financial goals and offers a variety of services, including portfolio management, financial planning, and investment advice. Jose has a strong track record of success and is dedicated to providing his clients with personalized and comprehensive financial services.
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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CA
02/09/2017 - Present
PFS Investments Inc. (PASADENA CA)
CA
01/20/2012 - 07/08/2016
PFS INVESTMENTS INC. (PASADENA CA)
CA
09/14/2005 - 12/31/2011
PFS INVESTMENTS INC. (PASADENA CA)
GA
08/26/1991 - 02/04/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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