Unclaimed
Oscar Armando Rosales bolanos is a financial professional registered with PFS Investments Inc. and has been in the industry since October 6, 2019. Oscar is licensed in Florida and holds Series 63, 6TO, SIE, and 26 licenses. Oscar specializes in portfolio management for individuals and has been a registered representative for PFS Investments Inc. since October 7, 2019.
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.
1
2
FL
10/07/2019 - Present
PFS Investments Inc. (BOCA RATON FL)
BC
Issued 11/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Oscar Rosales bolanos is the right advisor for you? Invested Better is here to help.