Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cordelia? Claim Your ProfileCordelia Wang is an investment advisor representative at PFS Investments Inc. based in SAN DIEGO, CA. Cordelia has been working in the financial services industry since August 11, 2002, and is currently licensed in California. Cordelia is a Series 6, 26, 63, and 65 licensed representative. In addition to their work with PFS Investments Inc., Cordelia is also involved with other businesses, including Primerica Financial Services.
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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2
CA
01/20/2012 - Present
PFS Investments Inc. (SAN DIEGO CA)
IA
Issued 04/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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