Unclaimed
Mariam Tomassini Batista is a financial professional registered with PFS Investments Inc., based in Arecibo, Puerto Rico. Mariam has been in the financial industry since 2016 and is licensed to provide investment advice and securities services in Florida and Puerto Rico. Mariam holds Series 6 and Series 26 licenses and has expertise in investment company products/variable contracts.
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
PR
01/23/2020 - Present
PFS Investments Inc. (Arecibo PR)
PR
04/28/2016 - 12/31/2019
PFS INVESTMENTS INC. (ARECIBO PR)
BC
Issued 11/28/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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