Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margy? Claim Your ProfileMargy Orozco is a registered representative with PFS Investments Inc. and has been in the financial industry since September 2022. Margy is licensed in California, Florida and Massachusetts. Margy holds the Series 63, Series 6TO and SIE licenses. Margy is a specialist in investment company products and variable contracts. PFS Investments Inc. is a registered investment adviser with approximately 8,461,983,895 USD in assets under management and provides 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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FL
09/26/2022 - Present
PFS Investments Inc. (MIAMI LAKES FL)
BC
Issued 04/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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