Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Sena de mascarena is a registered representative with PFS Investments Inc., a firm with a strong focus on providing individual portfolio management services. Stephanie has been in the industry since 2005, working with individuals and families to help them achieve their financial goals. Her expertise includes investments in various financial products, and Stephanie holds Series 6 and Series 63 licenses. With experience in the industry, Stephanie is committed to providing comprehensive financial advice tailored to her clients' specific needs.
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
NM
08/01/2005 - Present
PFS Investments Inc. (SANTA FE NM)
BC
Issued 08/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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