Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Cohleen Ruggeri is a registered representative with PFS Investments Inc. Amy has been in the financial industry since 2013 and holds the Series 6, Series 63, and SIE licenses. Amy is currently registered in Colorado, New York, and Ohio. Amy has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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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OH
01/10/2023 - Present
PFS Investments Inc. (AKRON OH)
OH
01/08/2013 - 12/31/2022
PFS INVESTMENTS INC. (BRECKSVILLE OH)
BC
Issued 03/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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