Unclaimed
Anthony Lagotta is a financial professional with over 30 years of experience in the industry. Anthony is a registered representative with PFS Investments Inc. and has a Series 6, 26 and 63 license. Anthony's career began in 1991 and he has built a strong reputation for providing personalized financial guidance to individuals and families.
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
05/22/1991 - Present
PFS Investments Inc. (EDISON NJ)
BC
Issued 04/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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