Unclaimed
Claudia Herrera is a financial professional with over 24 years of experience in the industry. Claudia is currently registered with Primerica Brokerage Services, Inc. and PFS Investments Inc. Claudia is a Series 6, Series 99TO, and SIE licensed professional.
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.
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.
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2
GA
05/16/2023 - Present
Primerica Brokerage Services, Inc. (DULUTH GA)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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