Unclaimed
Zita Longo is a financial advisor with PFS Investments Inc. Zita has been in the financial services industry since 2000 and is registered with the state of Pennsylvania and several other states, including Georgia, Kentucky, Maryland, Michigan, North Carolina, Ohio, Rhode Island, South Carolina, and Virginia. Zita is also a registered representative of FINRA. Zita specializes in investment company products/variable contracts.
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
PA
05/05/2000 - Present
PFS Investments Inc. (BYRNEDALE PA)
BC
Issued 02/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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