Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Casella is a financial advisor who has been in the industry since 2004. Christopher has a Series 6, Series 26, and Series 63 license. Christopher is currently registered with PFS Investments Inc. in Florida, Georgia, New Jersey, and New York. Christopher specializes in Portfolio Management for Individuals. Christopher’s firm, PFS Investments Inc., is located in Duluth, Georgia. PFS Investments Inc. manages assets for individuals, high-net-worth individuals, corporations, and charitable organizations. The firm offers portfolio management services.
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
FL
01/26/2004 - Present
PFS Investments Inc. (TAMPA FL)
BC
Issued 11/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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