Unclaimed
Roberto Zambrana Salgado is an investment professional with over 20 years of experience in the securities industry. Roberto is a registered representative with PFS Investments Inc. based in San Juan, Puerto Rico. Roberto holds Series 6, Series 26 and SIE licenses and is registered in Florida and Puerto Rico. Roberto primarily specializes in portfolio management for individuals.
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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PR
01/28/1997 - Present
PFS Investments Inc. (SAN JUAN PR)
BC
Issued 02/20/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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