Unclaimed
Diana Farrar is a registered investment advisor representative with pfs investments inc. Diana has been in the financial services industry for over 20 years and has extensive experience in investment advisory services. Diana has a strong background in providing investment advice and portfolio management services to individuals and corporations. Diana holds Series 6, 26, 63, and 65 securities licenses and is a registered investment advisor representative in Texas. In addition to her work at pfs investments inc., Diana also runs a Primerica business and is a contracted author with Authorhouse Publishing Company.
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
TX
10/20/2011 - Present
PFS Investments Inc. (MESQUITE TX)
IA
Issued 06/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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