linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Carmine Rezza

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Carmine Rezza

Joseph Carmine Rezza is a registered representative with PFS Investments Inc. Joseph has been in the financial services industry since 1996. Joseph holds the Series 6, 7, 63 and SIE licenses. Joseph is registered in New York. PFS Investments Inc. has been in business since 2018. The firm is headquartered in Duluth, Georgia. The firm has over 3500 licensed agents, investment adviser representatives, and registered representatives and 59,808 clients. PFS Investments Inc. provides advisory services to corporations or other businesses, high net worth individuals, individuals other than high net worth, and charitable organizations.

Firm Information

Joseph Rezza is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Rezza’s Registration & Firm History

NY

01/15/2019 - Present

PFS Investments Inc. (FARMINGDALE NY)

NY

05/09/1997 - 02/07/2003

GLENN MICHAEL FINANCIAL, INC. (MELVILLE NY)

NY

04/07/1997 - 05/08/1997

GILFORD SECURITIES INCORPORATED (NEW YORK NY)

NY

12/16/1996 - 01/30/1997

LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)

Not sure if Joseph Carmine Rezza is right for you?

Licenses & Designations

BC

Issued 02/22/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Carmine Rezza.
Not sure if Joseph Carmine Rezza is right for you?