Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Gonzalez is a financial advisor with PFS Investments Inc. Michelle is licensed in California and holds Series 63, Series 6TO and SIE licenses. Michelle has been in the financial industry for less than a year, having joined PFS Investments Inc. on 11/2/2023. Michelle specializes in financial planning and 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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CA
11/02/2023 - Present
PFS Investments Inc. (ELK GROVE CA)
BC
Issued 12/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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