Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugenia? Claim Your ProfileEugenia Joanna Morezzi is a financial advisor with PFS Investments Inc. with over 27 years of experience in the financial services industry. Eugenia is a licensed investment advisor representative in New York and is also registered in 13 additional states. Eugenia holds Series 6, 63, 65, and 26 licenses and the SIE designation. She has a strong track record of providing financial advice to individuals, corporations, and charitable organizations. Her services include financial planning, portfolio management, and investment advisory services. Eugenia is committed to helping her clients reach their financial goals.
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
07/08/2021 - Present
PFS Investments Inc. (FARMINGDALE NY)
IA
Issued 04/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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