Unclaimed
Pasquale Jurczak is an investment advisor representative at PFS Investments Inc.. Pasquale has been in the financial industry since 1998. He has a wide range of experience in the industry, having worked at several firms including Dresdner Kleinwort Wasserstein Securities LLC, Santander Investment Securities Inc., ING BARING (U.S.) SECURITIES, INC. and Nomura Securities International, Inc. Pasquale is licensed to provide investment advice in Florida and holds the Series 6, Series 7, Series 16, Series 63, Series 65 and SIE licenses. Pasquale specializes in providing investment advice to individuals and high-net-worth individuals.
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
FL
02/06/2024 - Present
PFS Investments Inc. (LARGO FL)
NY
03/24/1999 - 08/23/2001
DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)
NY
08/31/1998 - 03/17/1999
SANTANDER INVESTMENT SECURITIES INC. (NEW YORK NY)
NY
10/02/1996 - 03/10/1998
ING BARING (U.S.) SECURITIES, INC. (NEW YORK NY)
NY
01/12/1994 - 10/02/1996
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
IA
Issued 09/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/26/1996
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 01/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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