Unclaimed
Ciria Palacios is a registered representative at PFS Investments Inc., a company that provides financial planning and investment management services. Ciria is a licensed professional with over 7 years of experience in the financial services industry and specializes in providing investment advice to individual clients. Ciria has a Series 6 license, which allows them to sell mutual funds and variable annuities, and a Series 26 license, which allows them to supervise the sale of investment company products and variable contracts. Ciria is also licensed to sell securities in Florida.
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
04/14/2015 - Present
PFS Investments Inc. (MIAMI LAKES FL)
BC
Issued 02/07/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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