Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Geraldine Burgos-todd is a financial advisor with PFS Investments Inc. Stephanie has been in the financial services industry since 2015 and has experience providing financial advice and investment management to individuals, corporations, and charitable organizations. Stephanie holds FINRA Series 6, 63, and 26 licenses and has a strong understanding of investment products and strategies. Stephanie is registered with the states of Arizona, California, Colorado, Idaho, Maryland, Missouri, Nevada, North Carolina, South Carolina, and Texas.
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
01/05/2023 - Present
PFS Investments Inc. (FULLERTON CA)
CA
01/01/2015 - 12/31/2022
PFS INVESTMENTS INC. (FULLERTON CA)
BC
Issued 03/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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