Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harvey? Claim Your ProfileHarvey Grajales is a financial advisor with PFS Investments Inc. who is registered in 7 states and is licensed to provide investment advice in New York. Harvey's professional career began in 2011 and he holds the Series 6, Series 26, and Series 63 licenses. Harvey is committed to helping clients achieve their financial goals through personalized advice and strategies.
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
08/05/2011 - Present
PFS Investments Inc. (BROOKLYN NY)
BC
Issued 11/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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