Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Ortega is a financial advisor with over 20 years of experience in the industry. Samuel is a registered representative with PFS Investments Inc., a firm that specializes in providing financial planning and investment management services. Samuel has experience in various areas of finance, including investment company products and variable contracts, making him a valuable resource for individuals looking for guidance in these areas. Samuel is also a Series 6, 26 and 63 licensed advisor, reflecting Samuel's commitment to providing comprehensive financial advice.
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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AZ
03/10/2004 - Present
PFS Investments Inc. (PEORIA AZ)
BC
Issued 04/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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