Unclaimed
Maritza Morales-quesada is a financial professional with over 5 years of experience in the industry. Maritza is currently registered with PFS Investments Inc. and is licensed to offer investment advice in Florida and Puerto Rico. Maritza holds Series 6 and SIE licenses. Her areas of expertise include investment company products and variable contracts. Maritza is committed to providing her clients with the best possible investment advice and guidance.
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
FL
01/25/2024 - Present
PFS Investments Inc. (DORAL FL)
FL
11/17/2018 - 12/31/2023
PFS INVESTMENTS INC. (DORAL FL)
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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