Unclaimed
Amanda Ramirez is an investment advisor representative with PFS Investments Inc. based in Purcell, Oklahoma. Amanda Ramirez has been in the financial industry since 2018 and has Series 6, 63, and 65 securities licenses. Amanda Ramirez also works with Primerica Financial Services, Primerica Mortgage, LLC and Primerica Client Services, Inc.
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
OK
07/21/2020 - Present
PFS Investments Inc. (PURCELL OK)
OK
11/21/2018 - 12/31/2018
PFS INVESTMENTS INC. (MOORE OK)
IA
Issued 06/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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