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Juan Carlos Giraldo

PFS Investments Inc.

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About Juan Carlos Giraldo

Juan Carlos Giraldo is a financial advisor at PFS Investments Inc., located in Miami, FL. Juan Carlos has over 15 years of experience in the financial services industry. Juan Carlos is a Series 7 and Series 63 licensed professional. Juan Carlos's expertise lies in providing portfolio management services to individuals.

Firm Information

Juan Giraldo is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Juan Giraldo’s Registration & Firm History

FL

01/08/2024 - Present

PFS Investments Inc. (MIAMI FL)

FL

01/28/2020 - 12/31/2023

PFS INVESTMENTS INC. (MIAMI FL)

FL

01/28/2019 - 12/31/2019

PFS INVESTMENTS INC. (MIAMI FL)

FL

10/06/2017 - 12/31/2018

PFS INVESTMENTS INC. (MIAMI FL)

FL

12/24/2013 - 06/26/2017

HSBC SECURITIES (USA) INC. (MIAMI FL)

FL

11/20/2013 - 12/05/2013

WELLS FARGO ADVISORS, LLC (MIAMI FL)

FL

09/27/2012 - 11/22/2013

PFS INVESTMENTS INC. (MIAMI FL)

FL

06/01/2009 - 09/05/2012

MORGAN STANLEY SMITH BARNEY (CORAL GABLES FL)

FL

10/02/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (MIAMI FL)

FL

03/31/2008 - 09/11/2008

BANC OF AMERICA INVESTMENT SERVICES, INC. (MIAMI FL)

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Licenses & Designations

BC

Issued 08/07/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juan Carlos Giraldo.
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