Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xiomara? Claim Your ProfileXiomara E. Medina is a financial advisor with PFS Investments Inc. located in Jacksonville, Florida. Xiomara has been in the industry since 2015 and specializes in investment company products. Xiomara is registered in 13 states, including Florida, Georgia, and New York. Xiomara is also licensed with FINRA and has passed the Series 6, Series 26, and Series 63 exams.
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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FL
01/20/2021 - Present
PFS Investments Inc. (JACKSONVILLE FL)
FL
04/21/2015 - 12/31/2020
PFS INVESTMENTS INC. (JACKSONVILLE FL)
BC
Issued 04/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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