Unclaimed
Rashid Jones is a financial professional with over 3 years of experience in the financial services industry. Rashid is a Registered Representative and Investment Advisor Representative, holding Series 6, 63, 26, and SIE licenses. Rashid is registered with PFS Investments Inc. Rashid specializes in providing financial advice and portfolio management for individuals. Rashid is registered in 13 states, including Alabama, Alaska, Arizona, California, Colorado, Illinois, Louisiana, Missouri, New Jersey, New York, Texas, Virginia, and Washington.
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
CA
09/20/2019 - Present
PFS Investments Inc. (FONTANA CA)
BC
Issued 11/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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