Unclaimed
Olga Tamez is a financial advisor with PFS Investments Inc. Olga has been in the industry since June 20, 2006. She is registered with FINRA and the state of Texas. Olga holds the Series 6 and Series 63 licenses. She specializes in investment company products/variable contracts. PFS Investments Inc. is a financial services company that provides a range of financial services, including investment management, financial planning, and retirement planning.
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
TX
06/21/2006 - Present
PFS Investments Inc. (CORPUS CHRISTI TX)
BC
Issued 08/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Olga Tamez is the right advisor for you? Invested Better is here to help.