Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mikayla? Claim Your ProfileMikayla Ramirez-boon is a registered representative at PFS Investments Inc. located in Santa Rosa, CA. Mikayla is licensed to sell securities in California and has passed the Series 63, Series 6TO and SIE exams. Mikayla is also active in the investment advisory business, with experience in financial planning, retirement planning, and portfolio management.
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
CA
06/22/2021 - Present
PFS Investments Inc. (SANTA ROSA CA)
BC
Issued 07/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Mikayla Ramirez-boon is the right advisor for you? Invested Better is here to help.
