Unclaimed
Victor Carlevale is a registered representative with PFS Investments Inc., a firm headquartered in Duluth, GA. Victor has been in the financial services industry since August 7, 1994, and holds Series 6, 63 and SIE licenses. Victor has been working with PFS Investments Inc. since August 8, 1994. Victor is registered to conduct business in Massachusetts and Rhode Island.
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
MA
08/08/1994 - Present
PFS Investments Inc. (S EASTON MA)
BC
Issued 11/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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