Invested Better
Unclaimed

Unclaimed

Unclaimed

Oscar Armando Portillo flores

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Oscar? Claim Your Profile

About Oscar Armando Portillo flores

Oscar Armando Portillo flores is a financial professional registered in the state of California and associated with PFS Investments Inc. Oscar has experience in the industry since 2022. Oscar has earned the Series 63, Series 6TO, and SIE licenses. Oscar holds a specialization in the area of securities. PFS Investments Inc. offers a wide variety of investment services to clients including portfolio management for individuals.

Firm Information

Oscar Portillo flores is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Oscar Portillo flores’s Registration & Firm History

CA

05/02/2022 - Present

PFS Investments Inc. (MONTCLAIR CA)

Not sure if Oscar Armando Portillo flores is right for you?

Licenses & Designations

BC

Issued 10/31/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/10/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Oscar Armando Portillo flores.
Not sure if Oscar Armando Portillo flores is right for you?