Unclaimed
Saul Custodio is a financial professional who has been active in the industry since August 20, 2001. Saul has been registered with PFS Investments Inc. since August 21, 2001. Saul is licensed in six states including Colorado, Florida, New Jersey, New York, Pennsylvania and Virginia. Saul is a Series 6 and Series 26 licensed individual.
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
NY
08/21/2001 - Present
PFS Investments Inc. (STATEN ISLAND NY)
BC
Issued 03/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Saul Custodio is the right advisor for you? Invested Better is here to help.