Unclaimed
Miguel Aguilar is a registered representative with PFS Investments Inc., based in San Antonio, TX. Miguel has been in the financial services industry for over 10 years and holds multiple licenses, including Series 6, 63, 26 and 65. His experience includes working with individuals and corporations, and he focuses on portfolio management. PFS Investments Inc. is a large firm with a wide range of investment products and services available to clients.
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
TX
11/13/2015 - Present
PFS Investments Inc. (SAN ANTONIO TX)
IA
Issued 07/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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