Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Gamez is a registered investment advisor representative with PFS Investments Inc. Sergio is based in San Marcos, Texas, and has been in the financial industry since March 14, 1994. Sergio has passed the Series 6, Series 63, and Series 65 exams. Sergio also has a Securities Industry Essentials (SIE) exam. Sergio offers portfolio management services 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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TX
01/25/2012 - Present
PFS Investments Inc. (SAN MARCOS TX)
IA
Issued 01/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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