Unclaimed
Roza Parada is a financial advisor at PFS Investments Inc. Roza is a registered representative with Series 6 and Series 63 licenses. Roza has over 15 years of experience in the financial services industry and has worked with PFS Investments Inc. since 2007. Roza primarily serves individuals and has experience in investment company products and variable contracts.
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
01/23/2023 - Present
PFS Investments Inc. (PARK RIDGE IL)
IL
01/31/2020 - 12/31/2022
PFS INVESTMENTS INC. (PARK RIDGE IL)
IL
01/19/2012 - 03/01/2018
PFS INVESTMENTS INC. (PARK RIDGE IL)
IL
05/04/2007 - 12/31/2011
PFS INVESTMENTS INC. (PARK RIDGE IL)
BC
Issued 04/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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