Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tarea? Claim Your ProfileTarea Doty is a financial advisor affiliated with PFS Investments Inc. Tarea has been in the financial services industry since November 2001. Tarea is registered with the state of Texas and is also a registered Investment Advisor. Tarea holds licenses for Series 6, Series 63, Series 65, and Series 26. Tarea provides financial and investment advice to individuals, corporations, and charitable organizations.
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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TX
11/04/2011 - Present
PFS Investments Inc. (FRISCO TX)
IA
Issued 10/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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