Unclaimed
Rafael Brito is a financial advisor who is currently registered with PFS Investments Inc. and has been in the industry since 2017. Rafael is active in both the broker-dealer and investment advisory fields, and is registered in Massachusetts and New Hampshire. He has completed a number of exams, including the Series 6, 63, 26 and 65. Rafael also works with Primerica Financial Services, a company affiliated with 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.
1
2
MA
05/29/2019 - Present
PFS Investments Inc. (NORTH ANDOVER MA)
GA
04/10/2006 - 12/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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