Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Carlos Marroquin lemus is a registered representative with PFS Investments Inc. Juan Carlos is licensed in Maryland and has been in the industry for over a year. Juan Carlos has passed the Series 6TO and SIE exams. Juan Carlos specializes in providing investment advice and portfolio management services 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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FL
05/24/2024 - Present
PFS Investments Inc. (MIAMI FL)
FL
07/31/2023 - 12/31/2023
PFS INVESTMENTS INC. (MIAMI FL)
BC
Issued 07/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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