Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dimitri? Claim Your ProfileDimitri Valerio is a financial professional with PFS Investments Inc., based in Worthington, OH. Dimitri has been in the financial industry since January 6, 2019. Dimitri is licensed to provide investment advice in Ohio and other states, including Florida, Indiana, Pennsylvania, and Virginia. Dimitri offers financial planning 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.
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2
OH
08/01/2019 - Present
PFS Investments Inc. (Worthington OH)
BC
Issued 07/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/13/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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