Unclaimed
Arturo Villacorta is a financial advisor with PFS Investments Inc. located in Freehold, New Jersey. Arturo has been in the financial industry since 2005. Arturo's expertise lies in providing personalized financial advice and portfolio management services for individuals.
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.
1
2
NJ
10/03/2019 - Present
PFS Investments Inc. (FREEHOLD NJ)
PA
09/13/2017 - 10/09/2017
OPPENHEIMER & CO. INC. (JENKINTOWN PA)
NJ
12/02/2015 - 08/29/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
PA
04/03/2014 - 12/03/2015
MORGAN STANLEY (NEWTOWN PA)
NJ
09/02/2009 - 03/24/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
04/16/2009 - 07/16/2009
INVEST FINANCIAL CORPORATION (MILLTOWN NJ)
NJ
06/03/2008 - 03/26/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (EAST BRUNSWICK NJ)
NJ
02/14/2005 - 06/23/2008
AMERIPRISE FINANCIAL SERVICES, INC. (BRIELLE NJ)
MN
02/14/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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