Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Fernando Jimenez is a financial professional with over 15 years of experience in the financial services industry. Juan Fernando Jimenez is currently registered with PFS Investments Inc. and has experience providing investment advice to individuals and families. Juan Fernando Jimenez has a Series 6, Series 26, and Series 63 licenses and holds a SIE designation. Juan Fernando Jimenez is also registered in 9 states.
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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2
FL
04/08/2008 - Present
PFS Investments Inc. (DORAL FL)
BC
Issued 06/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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