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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-10-02 |
Branch Locations
1500 County Rd 517 Ste 212, Hackettstown, NJ 07840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nutley Public Schools | Nutley | NJ | 09/2004 | Present |
| Primerica Financial Services | Hackettstown | NJ | 05/2007 | Present |
| Pfs Investments Inc. | Hackettstown | NJ | 09/2007 | Present |
| Joseph Michael Monte, Llc. | Hackettstown | NJ | 06/2014 | Present |
| Primerica Financial Services | Landing | NJ | 08/2019 | Present |
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. Owner Of Personal Rental Property Since 10/2012 Joseph Michael Monte, LLC, Investment Related, 85 Bald Eagle Rd Hackettstown, NJ 07840, Primerica Business Purposes, VP, June 2014 to Present, 25 hours per month (25 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-02 |
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