Unclaimed
Rene Delgrosso is a registered representative with PFS Investments Inc. and has been in the industry since May 6, 1990. Rene is registered with the state of New Jersey as a Registered Representative (RA). Rene is also a registered Investment Advisor in the state of New Jersey. Rene is licensed in 8 states: California, Delaware, Florida, New Jersey, New York, Pennsylvania, and Texas. Rene has passed the Series 6, 63, and 65 exams and is a licensed principal with a Series 26 license.
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
03/20/2014 - Present
PFS Investments Inc. (ROCKAWAY NJ)
IA
Issued 02/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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