Unclaimed
Marina Garcia heredia is a registered representative and investment advisor representative who has been in the financial industry since March 2021. Marina is currently employed by PFS Investments Inc., which is a firm that offers financial planning and portfolio management services to individuals, corporations and charitable organizations. Marina has a strong track record of providing quality financial advice and has the knowledge and experience to help clients reach 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.
1
2
TX
03/29/2021 - Present
PFS Investments Inc. (SAN ANTONIO TX)
BC
Issued 04/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/28/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Marina Garcia heredia is the right advisor for you? Invested Better is here to help.