Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catalina? Claim Your ProfileCatalina Carbajosa is a registered representative with PFS Investments Inc. Catalina has been working in the financial industry since 2015 and holds Series 6, 63, and SIE licenses. Catalina has experience in providing portfolio management services for individuals. Catalina is registered in California, New Jersey, and New York.
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
FL
01/14/2016 - Present
PFS Investments Inc. (ORMOND BEACH FL)
NJ
11/23/2015 - 12/31/2015
PFS INVESTMENTS INC. (EAST RUTHERFORD NJ)
BC
Issued 07/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Catalina Carbajosa is the right advisor for you? Invested Better is here to help.
