Unclaimed
Randy Rafeek is a financial advisor with PFS Investments Inc. Randy has been in the industry since 2020 and has extensive experience in the field. He is a registered representative with FINRA and is also registered in several states.
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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NY
10/26/2020 - Present
PFS Investments Inc. (Bellerose NY)
BC
Issued 10/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/26/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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