Unclaimed
Victor Rafael Montesinos-malave is a financial advisor in San Juan, Puerto Rico. Victor has been in the industry for over 30 years and has been registered with the Securities and Exchange Commission since 2011. Victor is a registered representative of PFS Investments Inc., a financial services company. Victor is dedicated to providing financial advice and services to individuals, corporations, and charitable organizations. Victor's financial services include portfolio management, financial planning, and investment management. Victor is also a registered investment advisor in Puerto Rico.
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
PR
07/29/2011 - Present
PFS Investments Inc. (SAN JUAN PR)
IA
Issued 05/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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