Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Mary Flores is a registered investment advisor representative with pfs investments inc. based in San Antonio, TX. Margaret has been in the industry since January 1996. She holds several licenses, including Series 6, Series 63, Series 26, and Series 65. She is registered in several states including Texas, California, Maryland, New Mexico, and Oklahoma. Margaret is also a co-owner of two legal entities, Joyce Delta Flores LP, LLC and DF Unlimited, LLC, both formed solely for Primerica business purposes.
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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2
TX
11/12/2012 - Present
PFS Investments Inc. (SAN ANTONIO TX)
IA
Issued 10/25/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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