Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Cortez is a registered representative with PFS Investments Inc., a company that specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Nathan has over 1 year of experience in the financial services industry, having been registered with PFS Investments since July 2019. Nathan holds the Series 6TO, Series 63 and SIE licenses. Nathan is currently located in the Woodland Hills, CA branch office of PFS Investments.
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
07/01/2019 - Present
PFS Investments Inc. (WOODLAND HILLS CA)
BC
Issued 12/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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