Unclaimed
Julian Ibarra is an investment advisor representative at PFS Investments Inc. Julian is licensed to sell securities in Arizona and California. Julian has been in the industry since August 2019. Julian has passed the Series 63, Series 6TO and SIE exams. Julian specializes in providing investment advice to 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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AZ
08/30/2019 - Present
PFS Investments Inc. (PHOENIX AZ)
BC
Issued 11/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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