Sara Janes Rita Hoag

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

• 12/2012 → Present
  Pfs Investments Inc
  Londonderry, NH
• 02/2012 → 05/2017
  Maverick Integration
  Bedford, NH
• 02/2012 → Present
  Primerica Financial Services
  Londonderry, NH
• 09/2011 → 04/2017
  Sirus Importers Limited
  Bedford, NH

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. Webster House (Non-Profit), Not Investment Related, Manchester, NH, 03104, Board President, 5 Hours Committed Per Month (2 Hours During Securities Trading Hours)

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-12
• S63 Uniform Securities Agent State Law Examination
  2013-01-15

Other Names

• Sara Janes Rita Therrien