Unclaimed
Roly Javier Masias is a registered representative at PFS Investments Inc. with a focus on providing financial services to individuals. Roly is licensed in Virginia and has passed several relevant exams, including the Series 63, Series 6TO, and SIE exams. Roly has been in the industry since February 2020 and has a broad range of experience in providing investment advice and guidance 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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VA
02/03/2020 - Present
PFS Investments Inc. (SPRINGFIELD VA)
BC
Issued 02/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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