Unclaimed
Socorro Alcala is a financial advisor with PFS Investments Inc. Socorro is registered with FINRA as a registered representative and has been in the industry since January 6, 1998. Socorro is a Series 6 and Series 63 licensed professional, and has passed the Securities Industry Essentials Examination. Socorro has been registered in California, Arizona, and Idaho. PFS Investments Inc. is a Registered Investment Advisor. The firm has its main office in Duluth, Georgia. PFS Investments Inc. offers investment advisory services and financial planning services. The firm's assets under management are over $8 billion. Socorro is a licensed financial professional with experience in providing investment advice to individuals and corporations.
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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CA
01/07/1998 - Present
PFS Investments Inc. (WOODLAND HILLS CA)
BC
Issued 09/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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