Isaac Saenz

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

• 06/2015 → Present
  Primerica Financial Services
  Austin, TX
• 10/2015 → Present
  Pfs Investments Inc
  Austin, TX
• 11/2018 → 05/2020
  Emerson Tool Inc
  St. Louis, MO

Previous Registrations

• 2012-10-01 → 2013-10-04
  J.P. Morgan Securities Llc
  Edinburg, TX
  Mcallen, TX
  Edinburg, TX
• 2010-07-16 → 2012-10-01
  Chase Investment Services Corp.
  Mission, TX
  Mcallen, TX
  Mcallen, TX
  Edinburg, TX
  Edinburg, TX
• 2008-01-01 → 2010-07-01
  Wells Fargo Clearing Services, Llc
  Mcallen, TX
• 2007-04-27 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Mcallen, TX
  St. Louis, MO

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.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-25

Other Names

• Issac Rene Saenz
• Isaac Rene Saenz
• Isaac Rene Saenz