Moises Alfonso

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2001 → Present
  Primerica Financial Services
  Miami, FL
• 10/2010 → Present
  Pfs Investments Inc
  Miami, FL
• 05/2005 → Present
  Moementum Enterprises, Inc
  Miami, FL

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. Momentum Enterprises, Inc., Investment Related, 1801 SW 3rd Ave 440 Miami, FL 33129, Primerica Business Purposes, President, May 2005 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. Team Paradise, Inc. 501©, Chairman of The Board, Miami, Fl, 33133, Spends 12 Hours Per Month on The Outside Business Activity (0 During Securities Trading Hours).

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-03-19
• S65 Uniform Investment Adviser Law Examination
  2011-12-22

Other Names

• Moises Rodriguez