Unclaimed
Theodore Flores is a financial professional who is registered with PFS Investments Inc. Theodore is licensed to provide investment advice in 13 states. Theodore has been in the industry since 2019 and is a Series 63, Series 6TO, and SIE exam holder. Theodore works in the Fontana, California branch office of PFS Investments Inc.
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
05/17/2022 - Present
PFS Investments Inc. (FONTANA CA)
BC
Issued 05/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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