Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmelo? Claim Your ProfileCarmelo Cortes is a financial advisor with PFS Investments Inc. based in FARMINGDALE, NY. Carmelo has been in the industry since 2001 and is licensed to provide financial advice in Florida, New York, and Rhode Island. Carmelo Cortes is also Series 6 and Series 63 licensed. PFS Investments Inc. is a registered investment advisor with 3515 Investment Advisor Representatives, 3510 Licensed Agents, and 3582 Registered Representatives, based in DULUTH, GA. PFS Investments Inc. focuses on providing financial advice for corporations or other businesses, individuals, 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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NY
10/23/2001 - Present
PFS Investments Inc. (FARMINGDALE NY)
BC
Issued 06/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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