Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Andreotta is a financial advisor with PFS Investments Inc. located in Tucson, Arizona. Rene has been in the financial services industry since 1995. Rene is a licensed securities agent and has passed several securities examinations including the Series 6, Series 26, and the SIE Exam. Rene specializes in portfolio management for individuals.
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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AZ
01/15/2021 - Present
PFS Investments Inc. (TUCSON AZ)
AZ
02/03/2020 - 12/31/2020
PFS INVESTMENTS INC. (TUCSON AZ)
AZ
01/25/2008 - 12/31/2019
PFS INVESTMENTS INC. (TUCSON AZ)
GA
09/06/1995 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 09/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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