Unclaimed
Maria Dolores Alatorre is a licensed securities professional with PFS Investments Inc. Maria has been active in the financial industry since 2009, holding various licenses, including Series 6, Series 63 and SIE. Maria's experience in the financial industry gives her a strong foundation to provide investment advice. Currently, Maria is registered with the state of California for securities and is active at the Upland, CA branch of PFS Investments Inc.
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
CA
02/15/2024 - Present
PFS Investments Inc. (UPLAND CA)
CA
10/09/2009 - 12/04/2023
PFS INVESTMENTS INC. (UPLAND CA)
BC
Issued 11/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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