Unclaimed
Vasile Panait is a financial professional with over 30 years of experience in the industry. Vasile is currently registered with PFS Investments Inc. Vasile has a strong background in securities, having held previous positions with several reputable firms including Newbridge Securities Corporation, Allstate Financial Services, LLC, and Quick & Reilly, Inc. Vasile has demonstrated a commitment to professional development by obtaining several industry licenses and passing relevant exams. Vasile's specializations include providing portfolio management services for individuals.
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
09/23/2009 - Present
PFS Investments Inc. (MIAMI FL)
FL
06/26/2006 - 11/11/2008
NEWBRIDGE SECURITIES CORPORATION (FT. LAUDERDALE FL)
FL
12/09/2005 - 06/28/2006
ALLSTATE FINANCIAL SERVICES, LLC (PEMBROKE PINES FL)
GA
08/12/2005 - 12/09/2005
PFS INVESTMENTS INC. (DULUTH GA)
NY
10/06/2004 - 04/18/2005
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
FL
05/07/2004 - 11/19/2004
HIGH MARK SECURITIES, INC. (LAKELAND FL)
GA
04/02/2004 - 05/11/2004
PFS INVESTMENTS INC. (DULUTH GA)
NY
09/30/2002 - 01/27/2003
QUICK & REILLY, INC. (NEW YORK NY)
CT
09/05/2001 - 09/23/2002
ADVEST, INC. (HARTFORD CT)
NY
06/27/1994 - 10/08/2001
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
07/31/1993 - 07/06/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
04/30/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/06/1990 - 04/23/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/01/1989 - 06/11/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NY
03/06/1987 - 03/16/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 02/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Vasile Panait is the right advisor for you? Invested Better is here to help.