Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2012-06-21 |
Branch Locations
2631 N Meade St Suite 102, Appleton, WI 54911 • United States
Appleton, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Appleton | WI | 03/2011 | Present |
| Primerica Financial Services | Appleton | WI | 09/2010 | Present |
| Bni | Michigan Center | MI | 07/2018 | 12/2023 |
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. Fox West Chamber of Commerce, Hortonville, WI, Member, 12/09/2016 to Present.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-16 |
Reach out to this advisor