Unclaimed
Jeffrey J. Castolene is a registered investment advisor representative with PFS Investments Inc. based in Bountiful, Utah. Jeffrey has been in the financial industry since 1991. Jeffrey is registered to provide investment advice in several states, including Texas, Utah, Arizona, California, Connecticut, Florida, Idaho, Maine, Montana, Nevada, North Carolina, Washington and more. Jeffrey is also licensed to sell various insurance products, including life insurance, health insurance and annuities. In addition to being an investment advisor representative, Jeffrey is also the owner of Teresa A. Castolene, LLC, which is a non-investment related business. Jeffrey has a passion for helping his clients achieve their financial goals. He believes in building strong relationships with his clients and taking a personalized approach to financial planning.
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
UT
04/19/2016 - Present
PFS Investments Inc. (BOUNTIFUL UT)
GA
06/25/1991 - 06/27/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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