Unclaimed
Belia Maria Rosales is a financial advisor registered with PFS Investments Inc. Belia has been in the industry since February 16, 1998. Belia has a total of 4 licenses: Series 6, Series 63, Series 26, and SIE. Belia is licensed in California, Kentucky and Utah and is located in MAYFIELD, KY. Belia is a registered representative of PFS Investments Inc. and has been registered with the firm since February 17, 1998. Belia specializes in financial planning and portfolio management for individuals.
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
KY
02/17/1998 - Present
PFS Investments Inc. (MAYFIELD KY)
BC
Issued 05/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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