Unclaimed
Rosa Maria Festa is a financial advisor who has been in the industry for over 20 years. She has held a Series 6, 26 and 63 license since 2001. Rosa Maria Festa currently works for PFS Investments Inc., a firm that provides investment advisory services to individuals, businesses, and charitable organizations. PFS Investments Inc. is based in Duluth, Georgia.
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
NJ
10/25/2001 - Present
PFS Investments Inc. (EDISON NJ)
BC
Issued 10/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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