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 Quimbay is a financial advisor based in Miami Lakes, FL. Juan Carlos has been in the financial services industry since 2015. Juan Carlos works for PFS Investments Inc., a registered investment advisor, with a branch office in Miami Lakes. Juan Carlos is a Series 6, Series 26, and SIE licensed financial professional. Juan Carlos primarily focuses on offering investment advisory services to 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.
1
2
FL
02/14/2020 - Present
PFS Investments Inc. (MIAMI LAKES FL)
FL
11/06/2014 - 08/01/2019
PFS INVESTMENTS INC. (MIAMI LAKES FL)
BC
Issued 09/11/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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