Unclaimed
Jose Zavala is a registered representative with PFS Investments Inc., a financial services firm based in Duluth, GA. Jose is licensed in the state of New Mexico and is currently an active member of the BrokerCheck program. Jose holds the Series 6TO and SIE licenses and has been in the financial industry for 1 year. Jose specializes in providing financial advice to individuals.
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.
1
2
NM
08/14/2024 - Present
PFS Investments Inc. (LAS CRUCES NM)
BC
Issued 08/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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