Unclaimed
Trent Gregory Ruffolo is a financial professional with PFS Investments Inc., based in Margate, Florida. Trent has been in the industry since March 30, 2018. Trent holds licenses to offer securities advice in New York and is registered with FINRA. Trent's area of specialization includes Series 6.
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
11/06/2019 - Present
PFS Investments Inc. (MARGATE FL)
FL
05/26/2016 - 12/31/2017
PFS INVESTMENTS INC. (MARGATE FL)
BC
Issued 08/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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