Unclaimed
Mariedel L Morales is an investment advisor representative with PFS Investments Inc., registered in the state of California. Mariedel has been working in the industry since May 26, 2008 and has been registered with PFS Investments Inc. since August 14, 2013. Previously, Mariedel was registered with PFS Investments Inc. in Marina Del Rey, California from October 27, 2006 to January 13, 2012. Mariedel holds a Series 6 license and a Series 63 license. Mariedel specializes in investments in 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.
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2
CA
08/14/2013 - Present
PFS Investments Inc. (TORRANCE CA)
CA
10/27/2006 - 01/13/2012
PFS INVESTMENTS INC. (MARINA DEL REY CA)
BC
Issued 11/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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