Unclaimed
Max Castor is an investment advisor representative at PFS Investments Inc. Max holds the Series 63, Series 6TO, and SIE licenses. Max is registered with the state of Florida and New York. Max is a licensed agent in the United States. The firm offers investment advisory services for individuals. Max has been in the financial services industry since February 16, 2024. PFS Investments Inc. has 59808 accounts under management.
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
NJ
02/17/2024 - Present
PFS Investments Inc. (OAKLAND NJ)
BC
Issued 06/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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