Unclaimed
Tasia Sevilla is a financial advisor at PFS Investments Inc., and has been working in the financial industry since 2005. Tasia holds several industry licenses, including Series 7, 6, 63, and 65, and is also a Certified Financial Planner. Tasia's previous experience includes working as a financial advisor at Pruco Securities, LLC and Cetera Advisor Networks LLC. Tasia specializes in helping individuals with their financial planning and investment 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.
1
2
CA
03/22/2022 - Present
PFS Investments Inc. (LA MIRADA CA)
CA
01/03/2019 - 01/26/2022
PRUCO SECURITIES, LLC. (SHERMAN OAKS CA)
CA
01/21/2010 - 12/31/2018
CETERA ADVISOR NETWORKS LLC (PASADENA CA)
GA
01/10/2005 - 06/19/2008
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 09/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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