Unclaimed
Oscar Gabriel Beltran is a registered representative with PFS Investments Inc. Oscar has been in the securities industry since August 13, 2020. Oscar holds Series 6, 63 and 26 licenses and is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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
CA
08/14/2020 - Present
PFS Investments Inc. (SANTA FE SPRINGS CA)
BC
Issued 09/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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