Unclaimed
Renato Sabaten is an investment professional with over 15 years of experience. Renato holds the Series 6, Series 26, and Series 63 licenses and has been registered with PFS Investments Inc. since 2014. Renato focuses on providing portfolio management for individuals. Renato also holds the SIE designation.
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
TX
04/01/2014 - Present
PFS Investments Inc. (KATY TX)
MA
03/31/2011 - 12/31/2012
PFS INVESTMENTS INC. (SOUTHBOROUGH MA)
MA
10/19/2007 - 12/31/2010
PFS INVESTMENTS INC. (SOUTHBOROUGH MA)
BC
Issued 10/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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