Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milton? Claim Your ProfileMilton Ricardo Villanueva orozco is a registered representative with PFS Investments Inc. Milton is registered in California and Florida. Milton has been in the financial industry since 2010. Milton has passed the Series 6, Series 26, Series 63, and SIE exams. Milton is a specialist in Investment Company Products/Variable Contracts. Milton is an active advisor working with individual clients and is licensed to offer Financial Planning Services.
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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TX
01/21/2023 - Present
PFS Investments Inc. (DALLAS TX)
CA
01/23/2020 - 12/31/2022
PFS INVESTMENTS INC. (SAN JOSE CA)
CA
05/12/2010 - 12/31/2019
PFS INVESTMENTS INC. (SAN MATEO CA)
BC
Issued 08/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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