Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Markangelo? Claim Your ProfileMarkangelo Canlas is a financial advisor at PFS Investments Inc., a firm headquartered in Duluth, GA. Markangelo has been in the industry since May 19, 2016, and holds the Series 6, SIE, 26, and 63 licenses. Markangelo has been registered with the state of California since January 24, 2023. PFS Investments Inc. specializes in portfolio management for individuals and has over 59,800 clients. They have a strong reputation for providing a wide range of financial advisory services, including financial planning, portfolio management, and investment guidance.
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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CA
01/24/2023 - Present
PFS Investments Inc. (LOS ALAMITOS CA)
CA
04/27/2016 - 12/31/2022
PFS INVESTMENTS INC. (LOS ALAMITOS CA)
BC
Issued 03/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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