Unclaimed
Adrian Mota is a financial advisor registered with PFS Investments Inc. in DACULA, GA. Adrian is a licensed representative who has been in the industry since August 26, 2014. Adrian has passed both the Series 6 and SIE exams, as well as the Series 63 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
GA
08/27/2014 - Present
PFS Investments Inc. (DACULA GA)
BC
Issued 09/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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