Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Pantoja is a financial professional registered in Oklahoma and Texas. Luis holds a Series 6 and Series 63 license and has been in the industry since December 2018. Luis currently works for PFS Investments Inc., which is a firm that provides financial advisory services for individuals, corporations, and charitable organizations.
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
OK
12/13/2018 - Present
PFS Investments Inc. (OKLAHOMA CITY OK)
BC
Issued 03/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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