Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timna? Claim Your ProfileTimna Polancodelacruz is a financial professional with a passion for helping clients reach their financial goals. Timna is registered with PFS Investments Inc. and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Timna specializes in helping clients build and manage their investment portfolios. She is dedicated to providing exceptional service and strives to build long-term relationships with her clients. Timna is committed to staying up-to-date on the latest market trends and financial regulations to ensure that her clients receive the best possible advice.
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
FL
05/07/2022 - Present
PFS Investments Inc. (KISSIMMEE FL)
BC
Issued 06/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Timna Polancodelacruz is the right advisor for you? Invested Better is here to help.
