Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Pollack is a financial professional registered with PFS Investments Inc. Loretta's career in the financial industry began in May 2015 and Loretta is currently registered with PFS Investments Inc. in Phoenix, Arizona. Loretta has passed the Series 63, Series 6 and SIE exams and has a specialization in investment company products/variable contracts.
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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AZ
05/29/2015 - Present
PFS Investments Inc. (PHOENIX AZ)
BC
Issued 08/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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