Unclaimed
John Paul Witri is a registered investment advisor representative with PFS Investments Inc. John Paul Witri has been in the industry since 1993. John Paul Witri is registered in 11 states, including Florida, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, New York, Ohio, Pennsylvania, Texas, and West Virginia. John Paul Witri holds the Series 6, Series 63, Series 26 and Series 65 licenses. PFS Investments Inc. is a registered investment advisor headquartered in Duluth, Georgia.
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.
1
2
OH
07/01/2011 - Present
PFS Investments Inc. (LAKEWOOD OH)
IA
Issued 12/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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