Invested Better
Unclaimed

Unclaimed

Unclaimed

Michele Gonsalves carvalhal

PFS Investments Inc.

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

About Michele Gonsalves carvalhal

Michele Gonsalves carvalhal is a registered representative with PFS Investments Inc. in Brooklyn, NY. Michele has over 16 years of experience in the financial services industry. Michele has passed the Series 6, Series 26 and Series 63 exams, as well as the SIE exam. Michele specializes in portfolio management for individuals. Michele is currently registered with the state of New York.

Firm Information

Michele Gonsalves carvalhal 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

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.

Michele Gonsalves carvalhal’s Registration & Firm History

NY

01/08/2024 - Present

PFS Investments Inc. (BROOKLYN NY)

NY

01/18/2022 - 12/31/2023

PFS INVESTMENTS INC. (BROOKLYN NY)

NY

03/14/2018 - 12/31/2021

PFS INVESTMENTS INC. (BROOKLYN NY)

NY

01/07/2008 - 12/31/2009

PFS INVESTMENTS INC. (BROOKLYN NY)

Not sure if Michele Gonsalves carvalhal is right for you?

Licenses & Designations

BC

Issued 03/25/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/10/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michele Gonsalves carvalhal.
Not sure if Michele Gonsalves carvalhal is right for you?