Unclaimed
Suzanne Naval is a financial advisor currently registered with PFS Investments Inc. Suzanne has been in the financial services industry since 2002 and has experience with investment company products/variable contracts. Suzanne has worked for several firms over the years including TRANSAMERICA FINANCIAL ADVISORS, INC. Suzanne's primary office location is in NORTH LAS VEGAS, Nevada.
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
NV
06/20/2024 - Present
PFS Investments Inc. (NORTH LAS VEGAS NV)
CA
12/03/2021 - 06/28/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (GLENDALE CA)
CA
01/17/2019 - 12/31/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (GLENDALE CA)
NV
04/23/2012 - 02/10/2017
PFS INVESTMENTS INC. (LAS VEGAS NV)
NV
02/22/2011 - 11/04/2011
PFS INVESTMENTS INC. (LAS VEGAS NV)
HI
01/04/2005 - 12/31/2010
PFS INVESTMENTS INC. (PEARL CITY HI)
GA
07/22/2002 - 10/01/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 01/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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