Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Reza is a financial professional with over 30 years of experience in the financial industry. Roberto is currently registered with PFS Investments Inc. and holds Series 6, 63 and 6TO licenses. Roberto is based in CHINO HILLS, 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
10/24/2022 - Present
PFS Investments Inc. (CHINO HILLS CA)
CA
09/28/1990 - 02/15/2012
PFS INVESTMENTS INC. (ONTARIO CA)
GA
05/15/1987 - 01/17/1989
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 11/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/31/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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