Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Alberto Diaz is a registered representative with PFS Investments Inc. Juan Alberto Diaz is licensed in California. He has been working in the securities industry since 2010 and has passed the Series 6, Series 63, and SIE exams. Juan Alberto Diaz specializes in investment company products and variable contracts. He is located in Modesto, California. Juan Alberto Diaz is affiliated with PFS Investments Inc., which has offices in Modesto, CA. PFS Investments Inc. is headquartered in Duluth, GA. PFS Investments Inc. is an investment advisor that offers portfolio management for individuals and manages approximately 8.5 billion dollars 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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CA
01/14/2010 - Present
PFS Investments Inc. (MODESTO CA)
BC
Issued 09/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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