Unclaimed
Pantaleo Petruzzella is a financial advisor who has been active in the industry since February 20, 1996. Pantaleo is registered with PFS Investments Inc. in New Jersey and New York and has passed the Series 6, Series 63, and SIE exams. Pantaleo specializes in investment company products and variable contracts.
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
NJ
02/21/1996 - Present
PFS Investments Inc. (OAKLAND NJ)
BC
Issued 03/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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