Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcela? Claim Your ProfileMarcela Garza is a registered representative with PFS Investments Inc. Marcela is licensed to sell securities in California. Marcela has been working in the financial services industry since February 19, 2021. Prior to joining PFS Investments Inc., Marcela worked at WELLS FARGO CLEARING SERVICES, LLC in Palm Springs, CA. Marcela has passed the Series 63, Series 6TO, and SIE exams.
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
07/25/2024 - Present
PFS Investments Inc. (CATHEDRAL CITY CA)
CA
02/21/2019 - 07/25/2022
WELLS FARGO CLEARING SERVICES, LLC (PALM SPRINGS CA)
BC
Issued 03/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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