Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Barcenas is a financial professional with PFS Investments Inc. based in Miami, Florida. Claudia has obtained both the Series 6TO and SIE exams for her work. Claudia has been in the financial industry for more than a year and has a strong track record of helping clients reach their financial goals. Claudia is dedicated to providing her clients with personalized financial advice and guidance.
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
04/03/2023 - Present
PFS Investments Inc. (MIAMI FL)
BC
Issued 04/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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