Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan G. Trevino is a financial advisor with over 30 years of experience in the industry. Juan is registered with PFS Investments Inc. and has been a registered representative since 1988. Juan holds the Series 6, 26, and 63 licenses as well as the SIE exam. Juan is located in McAllen, Texas and has expertise in Investment Company Products/Variable Contracts.
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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TX
02/05/2009 - Present
PFS Investments Inc. (MCALLEN TX)
GA
01/04/2008 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
TX
02/05/1996 - 12/31/2007
PFS INVESTMENTS INC. (MCALLEN TX)
GA
08/02/1988 - 12/31/1995
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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