Unclaimed
Marita Arevalo is a financial advisor with PFS Investments Inc. Marita has been a financial advisor for over 20 years, specializing in portfolio management for individuals. Marita holds a Series 6, Series 26, and Series 63 license, and the SIE exam. Marita is registered with the state of Washington and California.
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
WA
01/18/2024 - Present
PFS Investments Inc. (KENT WA)
WA
04/16/2004 - 12/31/2023
PFS INVESTMENTS INC. (KENT WA)
BC
Issued 02/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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