Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Bautista Feliz is a registered representative with PFS Investments Inc. based in New York City. Juan has been working in the financial industry since 1994. Juan is registered with the state of New York and has a Series 63, Series 6, Series 26, and SIE license. Juan's firm, PFS Investments Inc. manages assets for individuals and offers financial planning 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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NY
08/03/2021 - Present
PFS Investments Inc. (NEW YORK CITY NY)
BC
Issued 08/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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