Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milton? Claim Your ProfileMilton Alejandro Duran is a registered representative with PFS Investments Inc. Milton has been in the securities industry since August 20, 2017. Milton has a Series 6, Series 63, and SIE license. PFS Investments Inc. is a Registered Investment Advisor with offices in Duluth, GA and Newark, CA. PFS Investments Inc. provides portfolio management for individuals, and has over $8 billion in regulatory assets under management. Milton is registered with the state of California.
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
01/09/2023 - Present
PFS Investments Inc. (NEWARK CA)
CA
01/27/2022 - 12/31/2022
PFS INVESTMENTS INC. (SAN JOSE CA)
CA
07/18/2017 - 12/31/2021
PFS INVESTMENTS INC. (SAN MATEO CA)
BC
Issued 09/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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