Miguel
Chavez
Pfs Investments Inc
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About this Advisor
Miguel Chavez is a financial advisor based in Laredo, Texas, working with Pfs Investments Inc. Miguel has previously held positions at Pfs Investments Inc, Primerica Financial Services, Vasquez & Chavez Pc, Miguel A Chavez, Pc, and Fortis Business Development, LLC. Miguel has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Miguel is part of Pfs Investments Inc, which operates out of Laredo, Texas. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$8,461,983,895
3,590
59,808
$141,486
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Miguel Chavez Work History
Fortis Business Development, LLC
Miguel A Chavez, Pc
Pfs Investments Inc
Primerica Financial Services
Vasquez & Chavez Pc
Disclosures
Please visit the SEC profile of Miguel Chavez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
