Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Uziel? Claim Your ProfileUziel Pellot is an active broker-dealer and investment advisor representative with over 28 years of experience in the industry. Uziel has held licenses since 1995 and currently works for PFS Investments Inc., a firm with over 3,500 representatives. Uziel works out of the Briarcliff Manor office. PFS Investments is a large financial services firm with over $8.4 billion in assets under management and a wide range of client types, including individuals, corporations, and charitable organizations. Uziel specializes in investment company products.
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.
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NY
04/12/1995 - Present
PFS Investments Inc. (BRIARCLIFF MANOR NY)
BC
Issued 04/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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