Unclaimed
Salvi Debellis is a registered investment advisor representative with PFS Investments Inc., a firm headquartered in Duluth, GA. Salvi has been in the financial services industry since 2005, and has worked with a variety of clients, including individuals, corporations, and charitable organizations. Salvi provides portfolio management services, and focuses on helping clients reach their financial goals. Prior to joining PFS Investments Inc., Salvi worked at Lincoln Financial Distributors, Inc. and Delaware Distributors, L.P.
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
01/03/2023 - Present
PFS Investments Inc. (WEST CHESTER PA)
PA
02/23/2006 - 07/01/2019
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
01/20/2005 - 02/27/2006
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
IA
Issued 12/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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