Unclaimed
Velveth Zaffuto is a financial professional who has been serving clients for over 15 years. Velveth is currently a registered representative at PFS Investments Inc. in Chesapeake, Virginia. Velveth has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Velveth's previous experience includes roles at NYLIFE SECURITIES LLC, CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES, and FIRST INVESTORS CORPORATION. Velveth holds the Series 6, Series 26, and Series 63 securities licenses.
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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2
VA
03/12/2020 - Present
PFS Investments Inc. (CHESAPEAKE VA)
NY
01/19/2016 - 04/02/2018
NYLIFE SECURITIES LLC (MELVILLE NY)
NY
05/29/2007 - 02/06/2014
CITIGROUP GLOBAL MARKETS INC. (FRANKLIN SQUARE NY)
NY
08/26/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (FREEPORT NY)
NJ
10/18/2001 - 10/26/2001
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 10/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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