Unclaimed
Maxwell William fernandez Zarifian is a registered representative with PFS Investments Inc. and has been in the securities industry since June 2020. Maxwell specializes in providing portfolio management services to individuals. He has been registered with the state of California since August 2020 and has since expanded their registrations to include Arizona, Florida, and Texas. Maxwell has passed the Series 63, Series 6TO, Series 26, and SIE exams.
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
06/23/2020 - Present
PFS Investments Inc. (GLENDALE CA)
BC
Issued 08/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/23/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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