Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilfredo? Claim Your ProfileWilfredo Tejano is a registered representative with PFS Investments Inc. Wilfredo has been in the industry since October 3, 2016 and is licensed in California, Colorado and Nebraska. Wilfredo is located at the firm's branch office in Rancho Cordova, California. PFS Investments Inc. is headquartered in Duluth, Georgia and has approximately 8.5 billion in assets under management. The firm specializes in providing financial planning and portfolio management services to 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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CA
10/04/2016 - Present
PFS Investments Inc. (RANCHO CORDOVA CA)
BC
Issued 11/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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