Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emil? Claim Your ProfileEmil Defeo is a financial advisor with over 30 years of experience in the industry. Emil is currently registered with PNC Investments in Bridgewater, NJ and is a registered representative with both FINRA and the state of New Jersey. Emil's prior experience includes time at BANCNORTH INVESTMENT GROUP, INC., ESSEX NATIONAL SECURITIES, INC., FINANCIAL HORIZONS SECURITIES CORPORATION, CITICORP INVESTMENT SERVICES, GNA SECURITIES, INC., and TRAVELERS EQUITIES SALES, INC. Emil holds multiple industry licenses and designations, including the Series 7, 63, 65, 24, 9, 10, and 51, as well as the Chartered Financial Consultant designation. Emil is currently registered with the state of Pennsylvania as well.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
NJ
03/20/2007 - Present
PNC Investments (BRIDGEWATER NJ)
CT
05/02/2006 - 03/19/2007
BANCNORTH INVESTMENT GROUP, INC. (PLANTSVILLE CT)
NJ
02/07/1996 - 05/04/2006
ESSEX NATIONAL SECURITIES, INC. (DUNELLEN NJ)
NA
08/31/1994 - 12/31/1995
ESSEX NATIONAL SECURITIES, INC.
NA
06/13/1994 - 08/04/1994
FINANCIAL HORIZONS SECURITIES CORPORATION
NY
06/06/1994 - 07/18/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
VA
03/05/1993 - 05/31/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
CA
03/19/1985 - 03/04/1993
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 03/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/03/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/09/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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