Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Pineda padilla is a financial advisor who has been working in the industry since 2021. Claudia is registered with both FINRA and the state of Georgia as a Registered Representative and Investment Advisor Representative. Claudia currently works at PFS Investments Inc. where she is responsible for providing financial advice to individuals, corporations, and charitable organizations. Claudia has a strong understanding of the financial markets and is committed to helping her clients achieve 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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GA
03/23/2023 - Present
PFS Investments Inc. (CUMMING GA)
GA
12/03/2020 - 12/15/2022
AVANTAX INVESTMENT SERVICES, INC. (Norcross GA)
IA
Issued 02/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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