Unclaimed
Marissa Abueg Tan is a financial professional with over 9 years of experience in the industry. Marissa Abueg Tan is registered with PFS Investments Inc. in California. Marissa Abueg Tan specializes in investment company products and 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
09/06/2023 - Present
PFS Investments Inc. (SACRAMENTO CA)
CA
01/17/2020 - 04/04/2023
PFS INVESTMENTS INC. (SACRAMENTO CA)
CA
09/26/2014 - 12/31/2019
PFS INVESTMENTS INC. (ROSEVILLE CA)
BC
Issued 10/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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