Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Alexis Rodriguez is a registered representative with PFS Investments Inc. Juan has been in the financial industry for over 19 years. Juan holds several licenses and certifications, including Series 6, Series 26, and Series 63. Juan has been registered with the state of New Jersey since 2004 and has held positions in the state of California, Florida, New York, Pennsylvania, South Carolina, and Virginia. Juan is a specialist in investment company products and is dedicated to providing personalized financial advice to meet the needs of each client.
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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NJ
02/23/2004 - Present
PFS Investments Inc. (MOUNT LAUREL NJ)
BC
Issued 05/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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