Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aletha? Claim Your ProfileAletha Farrell is an experienced financial professional with over 23 years in the industry. Aletha is currently registered with PFS Investments Inc. and holds the Series 6, Series 26 and Series 63 licenses. Aletha has a strong track record of providing personalized financial advice and portfolio management services to a wide range of clients.
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.
1
2
CA
04/06/1999 - Present
PFS Investments Inc. (NEWARK CA)
BC
Issued 09/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Aletha Farrell is the right advisor for you? Invested Better is here to help.
