Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisca? Claim Your ProfileFrancisca Taro is a financial advisor with over 20 years of experience in the industry. Francisca is a registered representative and investment advisor representative, holding both Series 6 and 63 licenses. Francisca currently works with PFS Investments Inc. where Francisca provides portfolio management services to individuals. Francisca is based in SAN JOSE, CA.
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
01/01/2002 - Present
PFS Investments Inc. (SAN JOSE CA)
BC
Issued 03/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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