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Stephanie A Larsen

Pfs Investments Inc.

Lynnwood, WA

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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-08-16
  • WA RA
    APPROVED
    Since 2022-08-16

Branch Locations

16521 13Th Ave W Ste 207, Lynnwood, WA 98037 • 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
Pfs Investments Inc. Lynnwood WA 08/2007 Present
Primerica Financial Services Lynnwood WA 01/2007 Present
Refer To Build And Give Everett WA 08/2018 01/2019
South Everett Referral Partners Everett WA 02/2016 12/2017
Lake Connor Park Lake Stevens WA 09/2022 Present
Pnw Santa Everett WA 11/2018 03/2021
  • 08/2007 → Present
    Lynnwood, WA
  • 01/2007 → Present
    Primerica Financial Services
    Lynnwood, WA
  • 08/2018 → 01/2019
    Refer To Build And Give
    Everett, WA
  • 02/2016 → 12/2017
    South Everett Referral Partners
    Everett, WA
  • 09/2022 → Present
    Lake Connor Park
    Lake Stevens, WA
  • 11/2018 → 03/2021
    Pnw Santa
    Everett, WA
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. Women Business Owners, Not investment related, Seattle, WA 98103, Nature of Business: Support and encouragement for women business owners, Position/Title: President Elect/President, 4 hours committed per month (3 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-27
S63 Uniform Securities Agent State Law Examination 2007-11-19
  • S65 Uniform Investment Adviser Law Examination
    2022-07-27
  • S63 Uniform Securities Agent State Law Examination
    2007-11-19
Other Names
  • Stephenie A Larsen

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