Unclaimed
Maria Milogros Cruz zambrana is an investment professional with over 17 years of experience in the financial services industry. Maria is currently registered with PFS Investments Inc. and has a Series 6, Series 26, and SIE licenses. Maria has been with PFS Investments Inc. since 2010. Prior to that, Maria worked for PFS Investments Inc. in Duluth, Georgia. Maria specializes in providing investment advice and portfolio management services to 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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2
PR
08/20/2010 - Present
PFS Investments Inc. (BAYAMON PR)
GA
02/11/2002 - 06/19/2009
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/02/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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