Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aldo? Claim Your ProfileAldo Filippelli is an investment advisor representative who has been in the industry since 1996. Aldo Filippelli currently works for PFS Investments Inc. and is registered with the state of Ohio. Aldo Filippelli previously worked at WRP INVESTMENTS, INC., FIRST MONTAUK SECURITIES CORP., HORNOR, TOWNSEND & KENT, INC., WMA SECURITIES, INC., FIFTH THIRD SECURITIES, INC., KEY INVESTMENTS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, FBOH INVESTOR SERVICES, INC., SMITH BARNEY INC. and KIDDER, PEABODY & CO. INCORPORATED. Aldo Filippelli provides portfolio management for individuals and other advisory services.
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
OH
05/16/2019 - Present
PFS Investments Inc. (NORTH ROYALTON OH)
OH
06/01/2006 - 12/31/2011
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
NJ
10/11/2004 - 05/31/2005
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
PA
03/09/2001 - 07/09/2003
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
GA
10/22/1997 - 02/27/2001
WMA SECURITIES, INC. (DULUTH GA)
OH
02/24/1997 - 07/16/1997
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
09/10/1996 - 01/27/1997
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
07/28/1995 - 09/17/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
02/02/1995 - 04/12/1995
FBOH INVESTOR SERVICES, INC. (AKRON OH)
NY
01/26/1994 - 01/31/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
04/02/1993 - 01/24/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 11/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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