Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rogelio? Claim Your ProfileRogelio Amar is a financial professional with over 20 years of experience in the financial services industry. Rogelio has been registered with PFS Investments Inc. since February 2016 and has a Series 6, Series 26, and Series 63 license. Rogelio provides financial planning and portfolio management services to individuals and families.
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
02/11/2016 - Present
PFS Investments Inc. (EAST RUTHERFORD NJ)
GA
05/04/2000 - 02/04/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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