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Claudia Bodin Herrera

Primerica Brokerage Services, Inc.

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About Claudia Bodin Herrera

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.

Firm Information

Claudia Herrera is currently registered with Primerica Brokerage Services, Inc.. Primerica Brokerage Services, Inc. is a Corporation that was formed on 2022-05-20 and is registered in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Claudia Herrera’s Registration & Firm History

GA

05/16/2023 - Present

Primerica Brokerage Services, Inc. (DULUTH GA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Claudia Bodin Herrera.
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