Unclaimed
Teresita Otayde is a registered representative with PFS Investments Inc., a firm headquartered in Duluth, Georgia. Teresita has been working in the financial industry since September 10, 1996. Teresita holds the Series 6, Series 63, and SIE licenses and is registered in the state of California. Teresita's office is located in Baldwin Park, 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
09/11/1996 - Present
PFS Investments Inc. (BALDWIN PARK CA)
BC
Issued 09/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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