Unclaimed
Tony Joaquim Azevedo is a registered investment advisor representative with PFS Investments Inc. Tony has been in the securities industry since 1998 and is licensed in 9 states, including Florida, Georgia, Maryland, New Jersey, New York, Pennsylvania, South Carolina, and Virginia. Tony is also a registered Investment Advisor in Florida. Tony holds the Series 6, Series 26, Series 63, and Series 65 licenses. He has worked for PFS Investments Inc. since 1998. Tony also owns rental properties.
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
FL
09/25/2020 - Present
PFS Investments Inc. (TARPON SPRINGS FL)
IA
Issued 03/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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