Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcela? Claim Your ProfileMarcela Da Rocha Myer is a registered representative with PFS Investments Inc. Marcela has been in the securities industry since 2019 and has a Series 63, Series 7TO and a SIE license. Marcela's branch office is located in ROCKAWAY, NJ. Marcela specializes in providing financial planning and portfolio management for individuals.
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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NJ
11/22/2023 - Present
PFS Investments Inc. (ROCKAWAY NJ)
PA
04/04/2019 - 01/26/2022
WELLS FARGO CLEARING SERVICES, LLC (DRESHER PA)
BC
Issued 04/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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