Unclaimed
Dina Maru is a financial advisor with PFS Investments Inc., a firm with a focus on individual clients. Dina has been in the financial services industry since 2001, working for several firms including Woodbury Financial Services, Inc., Simmers Capital Management Corporation, and National Planning Corporation. Dina is licensed as an investment adviser in Florida, Colorado, and also is registered as a Registered Representative in Florida. Dina is also a licensed insurance agent.
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.
1
2
FL
06/01/2021 - Present
PFS Investments Inc. (ORMOND BEACH FL)
FL
09/11/2009 - 02/22/2010
HOLLAND INVESTMENT SERVICES, INC. (LAKE MARY FL)
FL
05/04/2004 - 09/16/2009
TRANSAMERICA FINANCIAL ADVISORS, INC (ORANGE CITY FL)
CA
07/10/2003 - 04/30/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MN
04/21/2003 - 07/08/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
07/20/2001 - 04/22/2003
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
IA
Issued 12/01/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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