Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reggy? Claim Your ProfileReggy Moore Baptiste is a financial advisor based in Rockledge, Florida. Reggy has been in the industry since 2010 and holds multiple licenses and certifications, including Series 6, 63, 26, and 65, as well as the SIE. Reggy is currently registered with PFS Investments Inc., where they offer portfolio management services to individuals. Reggy has a history of working with PFS Investments Inc. as well as Primerica Financial Services. In addition to working as an advisor, Reggy also works in the field of home improvement.
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
FL
09/20/2023 - Present
PFS Investments Inc. (ROCKLEDGE FL)
FL
01/18/2010 - 12/31/2015
PFS INVESTMENTS INC. (ROCKLEDGE FL)
IA
Issued 09/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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