Unclaimed
Mary Lena Rilloraza is a financial advisor with PFS Investments Inc. Mary has been in the financial industry since 1986. Mary has a Series 6, 26, 63 and 65 license. Mary is registered in California, Nevada, New York, Oklahoma and Washington. Mary has also worked for PRIMERICA FINANCIAL SERVICES and PFS Investments Inc. Mary may receive compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products, as well as other home related services.
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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CA
02/25/2016 - Present
PFS Investments Inc. (POMONA CA)
IA
Issued 01/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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