Unclaimed
Rene Gozo is a financial advisor registered with PFS Investments Inc. Rene has been in the industry since December 2012. Rene's license is active in both New Jersey and New York. They are a Series 6 and Series 63 licensed professional and also holds the SIE designation. Rene focuses on providing investment advice and portfolio management services to individual clients.
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
NJ
12/20/2012 - Present
PFS Investments Inc. (TINTON FALLS NJ)
BC
Issued 04/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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