Unclaimed
Debra Pardo is a financial advisor with PFS Investments Inc. based in Pasadena, CA. Debra has been in the financial services industry since 2001 and is registered with FINRA. PFS Investments Inc. is a registered investment advisor with a primary focus on providing financial advice and investment management services to individuals, families, and businesses. Debra is licensed in California and holds the Series 6 and Series 63 licenses.
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
01/13/2010 - Present
PFS Investments Inc. (PASADENA CA)
CA
10/22/2001 - 12/31/2009
PFS INVESTMENTS INC. (PASADENA CA)
BC
Issued 11/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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