Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Alejandro Puerto jaramillo is a registered representative with PFS Investments Inc. Samuel is licensed to conduct business in Florida. Samuel has been in the industry since September 6, 2022. Samuel holds the Series 6TO, and the SIE licenses. Samuel is a dedicated financial professional with a focus on providing personalized financial advice and investment management services. PFS Investments Inc. is a leading provider of investment and financial planning services with a focus on high-net-worth individuals, corporations, and charitable organizations.
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
FL
09/07/2022 - Present
PFS Investments Inc. (MIAMI FL)
BC
Issued 09/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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