Unclaimed
Robert Vlacci is a financial professional with over 25 years of experience in the industry. Robert is currently registered with PFS Investments Inc. and is licensed to conduct business in Florida, New Jersey, New York, and North Carolina. Robert specializes in providing investment advice and portfolio management services to 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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2
NJ
06/12/2015 - Present
PFS Investments Inc. (WAYNE NJ)
NJ
10/24/2005 - 12/09/2014
CETERA FINANCIAL SPECIALISTS LLC (CLIFFSIDE PARK NJ)
NJ
11/01/1995 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BC
Issued 08/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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