Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bertha? Claim Your ProfileBertha Carbajal is a financial professional with over 5 years of experience in the industry. She is registered with the state of California and is currently associated with PFS Investments Inc. Bertha's professional licenses include Series 6 and Series 63, along with the Securities Industry Essentials (SIE) exam. She has a focus on Investment Company Products/Variable Contracts and specializes in providing financial advice to individuals. Bertha is dedicated to helping her clients reach their financial goals.
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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CA
11/13/2014 - Present
PFS Investments Inc. (FULLERTON CA)
BC
Issued 07/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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