Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Jose Jimenez is a registered representative with PFS Investments Inc. in Whittier, CA. Juan has been in the securities industry since 2003 and is licensed to provide investment advisory services. Juan has passed the Series 6, 26, and 63 exams and holds a SIE certification. Juan also has experience with various financial products, including 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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CA
01/11/2022 - Present
PFS Investments Inc. (WHITTIER CA)
CA
06/26/2003 - 12/31/2021
PFS INVESTMENTS INC. (WHITTIER CA)
BC
Issued 05/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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