Unclaimed
Nagib Massoud is an Investment Advisor Representative with PFS Investments Inc., an independent broker-dealer and registered investment advisor. Nagib has been in the financial services industry since July 2017. Nagib is registered to sell securities in 16 states and has passed the Series 6, Series 26, and Series 63 exams. Nagib provides financial planning and portfolio management services for individuals and businesses. Nagib is committed to providing his clients with the highest quality of service and helping them achieve their financial goals.
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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2
CA
07/19/2017 - Present
PFS Investments Inc. (RIVERSIDE CA)
BC
Issued 07/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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