Unclaimed
Osvaldo Gallardo is a financial advisor with PFS Investments Inc. Osvaldo is registered with the state of California and has been in the industry since 2017. Osvaldo specializes in Investment Company Products/Variable Contracts. Osvaldo holds the Series 6, Series 63, and SIE licenses. Osvaldo is based in Fresno, CA.
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
10/06/2017 - Present
PFS Investments Inc. (FRESNO CA)
BC
Issued 01/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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