Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jovita? Claim Your ProfileJovita M Perez is a financial professional with experience in the securities industry. Jovita has been working in the industry since October 2020. Jovita has passed the Securities Industry Essentials Examination (SIE), the Investment Company Products/Variable Contracts Representative Examination (Series 6TO), the Uniform Securities Agent State Law Examination (Series 63), and the Investment Company Products/Variable Contracts Principal Examination (Series 26). Jovita is registered with the state of Texas and is currently employed with PFS Investments Inc. Jovita specializes in providing portfolio management for 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.
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2
TX
10/20/2020 - Present
PFS Investments Inc. (SAN ANTONIO TX)
BC
Issued 11/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/20/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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