Unclaimed
Rosa Vanessa Orzuna diazcovarrubias is a financial advisor with PFS Investments Inc. She is registered with the state of New York as a Broker-Dealer. Rosa Vanessa Orzuna diazcovarrubias has been in the financial industry since March 7, 2024. She works with individuals, corporations and charities, and has expertise in various financial products.
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
NY
03/08/2024 - Present
PFS Investments Inc. (NEW ROCHELLE NY)
BC
Issued 06/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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