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Michael Falco

Pfs Investments Inc.

Cranford, NJ

CRD 7310334

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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:

Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-12-10
  • NJ RA
    APPROVED
    Since 2021-12-10

Branch Locations

340 North Ave E Ste 100, Cranford, NJ 07016 • 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. Cranford NJ 12/2020 Present
Primerica Financial Services Cranford NJ 03/2020 Present
Montgomery Township School District Skillman NJ 09/2005 Present
Montgomery Township Recreation Skillman NJ 07/2007 Present
Hunterdon Central Regional School District Flemington NJ 11/2012 Present
  • 12/2020 → Present
    Cranford, NJ
  • 03/2020 → Present
    Primerica Financial Services
    Cranford, NJ
  • 09/2005 → Present
    Montgomery Township School District
    Skillman, NJ
  • 07/2007 → Present
    Montgomery Township Recreation
    Skillman, NJ
  • 11/2012 → Present
    Hunterdon Central Regional School District
    Flemington, NJ
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. -- Montgomery Township School District, 1014 Route 60,Skillman NJ 08558, I work as a full-time teacher in the school district. --06/09-Present, Garden State Basketball Academy, LLC, Owner/Director/Coach, 202 Well Sweep Road, Whitehouse Station, NJ 08889, Spends 75 hours per month on outside business (spends 75 hours during trading hours). -- Photosesh, Not Investment Related, Hoboken, NJ, Standard Advisor (Growth Stage), Independent Contractor, 0-1 hours committed per month, (0-1 hours during securities trading hours), advisor on nonfinancial matters such as marketing type operations

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-19
S63 Uniform Securities Agent State Law Examination 2021-04-15
  • S65 Uniform Investment Adviser Law Examination
    2021-11-19
  • S63 Uniform Securities Agent State Law Examination
    2021-04-15
Designations
  • Certified Financial Planner

View on SEC IAPD

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