Unclaimed
Aida Valencia Garibay is a financial professional with over 25 years of experience in the industry. Aida currently holds a Series 6, Series 26 and Series 63 licenses and is registered with PFS Investments Inc. She is also licensed in 8 states. Aida is a dedicated financial advisor who strives to help her clients achieve their financial goals. PFS Investments Inc. is an investment firm that provides a variety of financial services to individuals, families, and businesses. The firm has a focus on financial planning and portfolio management. Aida Valencia Garibay has a long history with the firm and specializes in variable contracts and investment company products.
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
03/10/2006 - Present
PFS Investments Inc. (REDWOOD CITY CA)
GA
03/04/1998 - 07/28/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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