Unclaimed
Marianne Aguilar is a financial professional with over a decade of experience in the financial services industry. Marianne is currently registered with PFS Investments Inc. in California and has been with the firm since 2015. Prior to that, Marianne was also registered with PFS Investments Inc. in Georgia. Marianne holds a variety of licenses and certifications including the Series 6, Series 26, and Series 63 exams. Marianne has experience working with individuals, high-net-worth individuals, and corporations.
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
03/30/2015 - Present
PFS Investments Inc. (LA MIRADA CA)
GA
04/16/2007 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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