Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Yagi is a financial professional with over 20 years of experience in the industry. Barbara is registered with PFS Investments Inc. and holds the Series 6, Series 63 and SIE licenses. Barbara specializes in providing portfolio management services for individuals. Barbara has been actively working in the industry since 1997 and is registered in California and Texas.
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
03/31/1997 - Present
PFS Investments Inc. (BURBANK CA)
BC
Issued 03/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Barbara Yagi is the right advisor for you? Invested Better is here to help.
