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Jerome Casola is a financial advisor professional located in Middletown, NY. They specialize in financial advisory. With over 10 years of experience, they bring deep expertise to every client.
Jerome Casola - Pfs Investments Inc. holds an active professional license (FINRA CRD) for your protection.
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Jerome Casola operates Pfs Investments Inc. in Middletown, New York, where he has worked as a financial advisor for 10 years. He holds a FINRA CRD license number 6581428, which registers him with the Financial Industry Regulatory Authority. This background positions him to discuss investment strategies, portfolio management, and financial planning with clients seeking guidance on their financial goals and asset allocation.
Jerome Casola's FINRA CRD (Central Registration Depository) license indicates he is registered with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and investment advisors in the United States. This registration means he has met FINRA's qualification standards and is subject to ongoing compliance monitoring and regulatory oversight. A FINRA-registered advisor is authorized to provide investment advice and manage client securities accounts within the scope of their registration category, offering clients a level of regulatory accountability and consumer protection.