Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yocasta? Claim Your ProfileYocasta Diaz is a registered representative with PFS Investments Inc. Yocasta has been in the financial services industry since April 2023. Yocasta is licensed in New Jersey and New York. Yocasta is a Series 63, Series 26 and Series 6TO registered representative. Yocasta specializes in portfolio management for individuals.
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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2
FL
04/19/2023 - Present
PFS Investments Inc. (FORT LAUDERDALE FL)
BC
Issued 05/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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