Unclaimed
Niko Sacoolas is a financial advisor with PFS Investments Inc. located in Tarpon Springs, Florida. Niko has been in the financial industry since 2018. Niko is registered to offer securities advice in Florida, Maryland, New Jersey, New York, Ohio and Pennsylvania. Niko is licensed to provide investment advisory services through PFS Investments Inc.
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
FL
06/28/2018 - Present
PFS Investments Inc. (TARPON SPRINGS FL)
BC
Issued 10/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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