Unclaimed
Zared Zavid Castillo is a registered representative with PFS Investments Inc. in Rohnert Park, California. Zared Castillo has been in the securities industry since May 2013. Zared Zavid Castillo holds licenses for Series 6 and Series 63 exams and the SIE exam.
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
CA
01/10/2020 - Present
PFS Investments Inc. (ROHNERT PARK CA)
CA
05/23/2013 - 12/31/2019
PFS INVESTMENTS INC. (ROHNERT PARK CA)
BC
Issued 07/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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