Unclaimed
Ruth Aguilera is a financial advisor with PFS Investments Inc., a registered investment advisor headquartered in Duluth, GA. Ruth has over 9 years of experience in the financial services industry. Ruth is a Series 6 and Series 63 licensed representative and has earned her Series 26 license, specializing in variable annuities and other investment company products. Ruth is registered to conduct business in California, Rhode Island, and Texas. Ruth is dedicated to providing personalized financial advice and investment strategies to individuals and families.
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
CA
07/06/2021 - Present
PFS Investments Inc. (SUN CITY CA)
CA
04/08/2020 - 07/10/2020
NYLIFE SECURITIES LLC (GLENDALE CA)
CA
04/23/2018 - 05/11/2018
NYLIFE SECURITIES LLC (GLENDALE CA)
CA
01/02/2015 - 04/22/2016
PFS INVESTMENTS INC. (ONTARIO CA)
BC
Issued 01/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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