Unclaimed
Mary Arana is a financial advisor who has been in the industry since February 1995. She is currently registered with PFS Investments Inc. in Austin, TX. Mary has a broad range of experience, having passed the Series 6, Series 26 and Series 63 exams. She is also a registered representative in the state of Texas. Mary specializes in portfolio management for individuals.
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
TX
02/08/1995 - Present
PFS Investments Inc. (AUSTIN TX)
BC
Issued 01/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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