Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilson? Claim Your ProfileWilson A. Rosario is a registered representative with PFS Investments Inc. Wilson has been in the securities industry since 2011. Wilson is currently registered with the states of New Jersey and New York. Wilson holds Series 6, Series 63 and SIE licenses. PFS Investments Inc. is a Registered Investment Adviser headquartered in Duluth, GA. The firm has been in business since 1997. PFS Investments Inc. manages approximately $8.5 billion in assets for over 59,808 clients. Wilson specializes in providing portfolio management services to 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.
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NY
01/14/2019 - Present
PFS Investments Inc. (BRONX NY)
NY
09/15/2011 - 10/14/2014
PFS INVESTMENTS INC. (BRONX NY)
BC
Issued 11/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2019
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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