Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Zamora is a financial professional with over 10 years of experience in the industry. Claudia is registered with PFS Investments Inc., a firm that has been serving clients since 2012. Claudia is licensed to provide financial services in California, Florida, and Texas, and is equipped to help clients with a variety of financial needs.
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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CA
06/07/2012 - Present
PFS Investments Inc. (RANCHO CORDOVA CA)
BC
Issued 08/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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