Unclaimed
Laura Grimaldi is a registered representative of PFS Investments Inc. and has been in the financial services industry since July 26, 2020. Laura has passed the Series 6TO, Series 63 and SIE exams. Laura is licensed to provide financial services in California, Hawaii, and Kentucky. Laura is a registered representative of PFS Investments Inc. and is affiliated with its Santa Fe Springs, CA office.
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
CA
07/27/2020 - Present
PFS Investments Inc. (SANTA FE SPRINGS CA)
BC
Issued 08/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Laura Grimaldi is the right advisor for you? Invested Better is here to help.