Unclaimed
Salvador Tan is a licensed financial advisor based in Cerritos, California. Salvador specializes in providing investment advice and portfolio management services to individual clients. Salvador currently works at PFS Investments Inc. A registered investment advisor with offices throughout the country, PFS Investments Inc. provides financial advice and investment management services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. With a strong track record of success in the financial industry, Salvador Tan has consistently demonstrated a commitment to providing exceptional service and personalized financial solutions to meet the unique needs of their clients.
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
11/08/2018 - Present
PFS Investments Inc. (Cerritos CA)
BC
Issued 11/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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