Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yolanda? Claim Your ProfileYolanda Porrata is a financial professional with over 15 years of experience in the industry. Yolanda is currently registered with PFS Investments Inc. She is a licensed Series 6 and Series 63 representative. Yolanda specializes in portfolio management for individuals and holds a Series 6 designation. She is dedicated to providing personalized financial advice and guidance to help her clients achieve their financial goals.
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
MA
06/28/2007 - Present
PFS Investments Inc. (FOXBORO MA)
BC
Issued 08/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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