Unclaimed
Merlina Caluza Duran is a registered representative with PFS Investments Inc. Merlina has been in the financial industry for over a year, and holds Series 63, Series 26, and Series 6TO licenses. Merlina is currently registered in Hawaii.
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
HI
01/09/2023 - Present
PFS Investments Inc. (WAIPAHU HI)
BC
Issued 02/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Merlina Duran is the right advisor for you? Invested Better is here to help.