Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Osvaldo? Claim Your ProfileOsvaldo Avalos is a financial advisor registered with PFS Investments Inc. Osvaldo is based in San Antonio, Texas and has been working in the financial industry since 1994. Osvaldo is also registered with the state of Texas as an investment advisor representative. Osvaldo previously worked with USAA Financial Advisors, Inc., USAA Investment Management Company, and Citigroup Global Markets Inc. Osvaldo is licensed to sell securities in Texas. Osvaldo has passed the Series 6, 7, 63 and 65 exams. Osvaldo is also a licensed insurance agent in Texas. Osvaldo's areas of expertise include investment advice, financial planning and insurance. Osvaldo also works part-time for Primerica Mortgage, LLC and Primerica Client Services, Inc. Osvaldo is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
TX
07/17/2018 - Present
PFS Investments Inc. (SAN ANTONIO TX)
TX
09/25/2007 - 02/01/2018
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
02/19/2004 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NY
07/03/2001 - 01/29/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
GA
01/04/1994 - 10/16/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 4/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/5/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/9/2002
Series 7 - General Securities Representative Examination
BC
Issued 1/3/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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