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Sheldon Cazoe is a financial advisor professional located in Peekskill, NY. They specialize in financial advisory. With over 32 years of experience, they bring deep expertise to every client.
Sheldon Cazoe - Pfs Investments Inc. holds an active professional license (FINRA CRD) for your protection.
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Sheldon Cazoe operates Pfs Investments Inc., a financial advisory firm based in Peekskill, NY. With 32 years in the financial services industry, Cazoe brings substantial experience to investment planning and portfolio management. The firm is registered with FINRA (Financial Industry Regulatory Authority), the self-regulatory organization that oversees broker-dealers and investment professionals. Clients working with Cazoe benefit from three decades of market experience and regulatory oversight through the CRD registration system.
Sheldon Cazoe holds a FINRA CRD registration, which means he is registered with the Financial Industry Regulatory Authority's Central Registration Depository. This registration indicates that Cazoe meets FINRA's qualification standards and is subject to ongoing regulatory oversight and compliance requirements. FINRA registration signals that an investment professional has passed required examinations, maintains continuing education, and operates under a framework of industry rules and investor protections. This designation applies to broker-dealer representatives and investment advisors working in securities and financial products.