Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Sosa is a financial advisor with PFS Investments Inc. Mitchell has been in the financial services industry for over 20 years. Mitchell is a Registered Representative and Investment Advisor Representative, holding licenses in Texas. Mitchell is also a Chartered Financial Analyst. Mitchell has experience in providing financial planning and investment management services to individuals and businesses. Mitchell's previous experience includes working with Enterprise Products Company and Axiom Space Inc..
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
08/03/2022 - Present
PFS Investments Inc. (HOUSTON TX)
GA
01/29/2001 - 09/03/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/28/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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