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 Penuela is a financial professional registered with PFS Investments Inc., based in Niceville, FL. Juan has been in the industry since May 2022. Juan is licensed to offer investment products and services in Florida. Juan has passed the Series 6TO, SIE and Series 26 exams. Juan is a highly experienced and knowledgeable financial advisor who can help you achieve your financial goals.
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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FL
05/25/2022 - Present
PFS Investments Inc. (NICEVILLE FL)
BC
Issued 08/18/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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