Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Astacio-felix is a financial professional with over a decade of experience in the industry. Ricardo is a registered representative of PFS Investments Inc. and holds licenses in multiple states, including New Jersey, Texas and many others. Ricardo has a strong background in investment-related products, and is also experienced in selling loan products, home security and automation products, and other home-related services. Ricardo is dedicated to providing financial guidance and support to individuals, families and businesses.
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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NJ
05/05/2023 - Present
PFS Investments Inc. (FREEHOLD NJ)
IA
Issued 11/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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