Unclaimed
Starla De-moica is an investment advisor representative with PFS Investments Inc., a company headquartered in Duluth, GA. Starla has been in the industry since July 2018 and is licensed in California and Tennessee. Starla focuses on providing investment management services to individuals. She has also passed the SIE, Series 6, and Series 26 exams. Starla is committed to providing her clients with personalized advice and a high level of service.
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
07/09/2018 - Present
PFS Investments Inc. (UPLAND CA)
BC
Issued 08/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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