Unclaimed
Priscilla Magdalena Pena - arce is a registered representative with PHX Financial, Inc. in Fort Lauderdale, FL. Priscilla has been in the financial industry since June 2023. She is licensed to sell securities in 10 states, including California, Colorado, Florida, Georgia, Michigan, Minnesota, New York, Ohio, South Carolina, and Texas. Priscilla has passed the Series 7TO 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.
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.
1
2
FL
06/02/2023 - Present
PHX Financial, Inc. (Fort Lauderdale FL)
BC
Issued 07/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Priscilla Pena - arce is the right advisor for you? Invested Better is here to help.