Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juana? Claim Your ProfileJuana Mendoza is a financial advisor with PFS Investments Inc., where she has been registered since June 10, 2024. Juana is licensed in Texas and has passed the Series 63, Series 6TO, and SIE exams. Juana works out of the Fort Worth, Texas office.
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
06/10/2024 - Present
PFS Investments Inc. (FORT WORTH TX)
BC
Issued 07/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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