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Mark Eugene Massaro

Pfs Investments Inc.

Milford, OH

Cincinnati, OH

CRD 1823526

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Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2011-12-02
  • OH RA
    APPROVED
    Since 2011-12-02

Branch Locations

400 Techne Center Dr Ste 216, Milford, OH 45150 • United States

Cincinnati, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Milford OH 06/2000 Present
Pfs Investments Inc. Milford OH 06/2000 Present
Anderson Hills U.M. Church Cincinnati OH 07/2014 10/2021
  • 06/2000 → Present
    Primerica Financial Services
    Milford, OH
  • 06/2000 → Present
    Milford, OH
  • 07/2014 → 10/2021
    Anderson Hills U.M. Church
    Cincinnati, OH
Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Massaro & Associates, LLC., Investment related, Milford, OH 45150, Nature of Business: Primerica business purposes, Owner, 12/21/2017 to Present, 160 hours committed per month (100 hours during securities trading hours), Legal entity formed solely for Primerica business purposes.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-09-29
  • S63 Uniform Securities Agent State Law Examination
    2000-09-29

View on SEC IAPD

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