Unclaimed
Clarissa Veronica Villanueva is a financial professional with a focus on providing investment advice and portfolio management services. Clarissa has a proven track record of success in the financial services industry, having passed several industry exams including the Series 63, Series 6TO and SIE exams. Clarissa is currently registered with PFS Investments Inc. and is licensed to provide financial services in several states including Colorado, Michigan, Tennessee and Texas. Clarissa's expertise lies in guiding individuals and businesses toward 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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2
TX
10/06/2023 - Present
PFS Investments Inc. (FORT WORTH TX)
BC
Issued 02/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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