Unclaimed
Maria Yanez is a registered investment advisor with PFS Investments Inc. located in Des Plaines, Illinois. Maria has been in the financial industry since 1994 and has a strong background in investment and financial planning. Maria is licensed in several states and has a broad range of experience serving individual clients, including high-net-worth individuals and families. Maria also has experience working with charitable organizations and businesses. Maria is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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
IL
07/14/2020 - Present
PFS Investments Inc. (DES PLAINES IL)
GA
10/10/1994 - 12/31/1998
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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