Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Lynn Magana is a financial professional with PFS Investments Inc. in MONTCLAIR, California. Terri has been working in the financial industry since 2005. Terri's background includes experience with Investment Company Products/Variable Contracts and Securities Industry Essentials. Terri is registered to conduct business in 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.
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CA
12/15/2005 - Present
PFS Investments Inc. (MONTCLAIR CA)
BC
Issued 02/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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