Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan David Perdomo is a licensed and registered representative with PFS Investments Inc. based in Duluth, Georgia. Juan's primary focus is providing portfolio management services to individuals. Juan has been in the financial industry for over 3 years, with experience at both PFS Investments Inc. and J.P. Morgan Securities LLC. Juan holds the Series 63, Series 6TO and the SIE licenses.
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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GA
06/24/2024 - Present
PFS Investments Inc. (DULUTH GA)
GA
11/30/2021 - 08/06/2022
J.P. MORGAN SECURITIES LLC (JOHNS CREEK GA)
GA
03/27/2019 - 07/30/2021
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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