Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ali? Claim Your ProfileAli Lotfi-nejad is a financial professional registered in New Jersey, California and New York. Ali has been working in the financial industry since 2007 and is currently employed at PFS Investments Inc. Ali is licensed to sell securities and variable contracts. PFS Investments Inc. specializes in providing investment advisory services to individuals and businesses.
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
NJ
08/22/2017 - Present
PFS Investments Inc. (TOTOWA NJ)
NJ
06/20/2006 - 08/31/2015
ALLSTATE FINANCIAL SERVICES, LLC (CLIFTON NJ)
MO
04/09/2003 - 06/25/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BC
Issued 03/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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