Unclaimed
Santa Jean paul is a financial professional licensed in Florida with more than 11 years of experience in the securities industry. Santa currently works for PFS Investments Inc. as an Investment Company Products/Variable Contracts Representative. Santa holds the Series 6, Series 26, and Series 63 licenses. They are registered in Arizona, Florida, Georgia, Indiana, New York, and Pennsylvania.
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.
1
2
FL
11/30/2011 - Present
PFS Investments Inc. (PEMBROKE PINES FL)
BC
Issued 09/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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