Felicia
Cota
Pfs Investments Inc
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About this Advisor
Felicia Cota is a financial advisor based in Tucson, Arizona, working with Pfs Investments Inc. Felicia has previously held positions at Pfs Investments Inc, Primerica Financial Services, Tucson Federal Credit Union, Hughes Federal Credit Union, Usaa Federal Savings Bank, Disys, Vision Works, Michael Stuck Cpa, Soloway Designs Architecture, and Primerica. Felicia has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Felicia is part of Pfs Investments Inc, which operates out of Tucson, Arizona. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$8,461,983,895
3,590
59,808
$141,486
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Felicia Cota Work History
Primerica
Pfs Investments Inc
Primerica Financial Services
Soloway Designs Architecture
Vision Works
Michael Stuck Cpa
Disys
Usaa Federal Savings Bank
Pfs Investments Inc
Hughes Federal Credit Union
Tucson Federal Credit Union
Disclosures
Please visit the SEC profile of Felicia Cota to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
