Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Moises? Claim Your ProfileMoises Alfonso is a financial advisor with PFS Investments Inc. Moises has been a registered representative since 2002. Moises is licensed in Florida and Texas, and holds Series 6, 26, 63, and 65 licenses. Moises is also licensed to sell insurance products.
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
FL
04/22/2022 - Present
PFS Investments Inc. (MIAMI FL)
BC
Issued 03/19/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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