Unclaimed
Robert J. Malaggese is a financial advisor who has been in the industry since 2006. Robert is registered with PFS Investments Inc. and is licensed to sell securities in Pennsylvania. Robert has earned the Series 6, Series 63, Series 6TO and SIE licenses. Robert's primary focus is providing investment advice 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.
1
2
PA
11/14/2022 - Present
PFS Investments Inc. (QUAKERTOWN PA)
PA
02/01/2006 - 09/28/2010
PFS INVESTMENTS INC. (QUAKERTOWN PA)
GA
09/08/1999 - 10/13/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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