Unclaimed
Tarik Haddad is an investment advisor representative with PFS Investments Inc. He is registered in Arizona and California and has been working in the securities industry since 2013. Tarik holds Series 6, SIE, and Series 63 licenses and has experience in providing investment advice to individuals. Tarik works at the PFS Investments Inc. branch office in Santa Ana, California.
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.
1
2
CA
02/20/2013 - Present
PFS Investments Inc. (SANTA ANA CA)
BC
Issued 05/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Tarik Haddad is the right advisor for you? Invested Better is here to help.