Unclaimed
Bart Fredric Vannucci is a registered investment advisor representative with PFS Investments Inc. Bart has been in the financial industry since 1992 and is registered with the state of California. Bart specializes in providing investment advice and portfolio management for individuals. Bart is also registered with the following states: Arizona, California, Hawaii, Montana, Nevada, Oregon, Tennessee, Virginia, and Wyoming. Bart is committed to providing his clients with personalized financial guidance.
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
CA
02/13/2025 - Present
PFS Investments Inc. (SACRAMENTO CA)
IA
Issued 11/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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