Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Manuel Castillo is a financial professional with PFS Investments Inc. Juan has been in the industry since 2014 and holds Series 6, 26, and 63 licenses. Juan is registered with FINRA as a Registered Representative. Juan's office is located at 5350 COMMERCE BLVD STE B-2 in ROHNERT PARK, CA. Juan is located in a branch office supervised by PFS Investments Inc. Juan specializes in portfolio management for individuals.
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
CA
03/17/2014 - Present
PFS Investments Inc. (ROHNERT PARK CA)
BC
Issued 05/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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