Unclaimed
Pedro Rosario is an investment advisor representative with PFS Investments Inc. with over 10 years of experience in the industry. Pedro Rosario holds Series 6, SIE, and Series 63 licenses. Pedro Rosario specializes in providing investment advisory services for individuals and is registered in six states including Maine, Maryland, Massachusetts, New York, Rhode Island, and Texas.
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
MA
07/02/2012 - Present
PFS Investments Inc. (BRAINTREE MA)
BC
Issued 04/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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