Unclaimed
Rita Maliekal is a registered representative of PFS Investments Inc. with over 16 years of experience in the financial services industry. Rita has been with PFS Investments Inc. since April 2007. Rita holds Series 6, 63 and 65 licenses. She is registered to provide investment advice in California, Florida, Georgia, Illinois, New York, and Wisconsin. Rita is also licensed to sell investment-related products, including insurance and loan products. She provides financial advice to a variety of clients, including individuals, corporations, and charitable organizations.
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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2
IL
04/16/2013 - Present
PFS Investments Inc. (LAKE ZURICH IL)
GA
05/28/2007 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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