Unclaimed
Amanda Diaz is a financial professional with PFS Investments Inc. Amanda has been in the industry since March 5, 2023. Amanda holds the Series 6TO, SIE, and Series 26 licenses, and is licensed to operate in Arizona and Texas. Amanda is affiliated with PFS Investments Inc., which is based in Duluth, Georgia. PFS Investments Inc. has over 59,800 clients and has over $8.4 billion in assets under management.
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
AZ
03/06/2023 - Present
PFS Investments Inc. (SURPRISE AZ)
BC
Issued 04/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Amanda Diaz is the right advisor for you? Invested Better is here to help.