Unclaimed
Maria Rivera is a financial advisor registered with PFS Investments Inc. in Largo, FL. Maria has been in the industry since August 2006 and has passed Series 6, Series 26 and SIE exams. Maria has a branch office location at 7500 ULMERTON RD STE 5 in Largo, FL.
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.
1
2
FL
08/04/2006 - Present
PFS Investments Inc. (LARGO FL)
BC
Issued 07/31/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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