Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Carlos Flores is a financial advisor registered with PFS Investments Inc. Roberto Carlos Flores is licensed in California, Oregon, Texas and Washington. Roberto Carlos Flores has been in the industry for over 6 years. Roberto Carlos Flores holds the SIE, Series 6 and Series 63 licenses. Roberto Carlos Flores works at the PFS Investments Inc. branch office in Riverside, 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
04/03/2020 - Present
PFS Investments Inc. (RIVERSIDE CA)
CA
03/30/2018 - 12/31/2019
PFS INVESTMENTS INC. (RIVERSIDE CA)
BC
Issued 07/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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