Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milton? Claim Your ProfileMilton Cesar Puello-molinares is a financial professional registered with PFS Investments Inc. with over 13 years of experience in the industry. Milton has a strong background in investment company products/variable contracts and has held licenses in various states. Milton's expertise allows him to provide comprehensive financial advice, including portfolio management, 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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NY
10/23/2020 - Present
PFS Investments Inc. (NYC NY)
GA
10/19/2004 - 06/05/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/29/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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