Valerie Susan Ozer

Current Employers

Pfs Investments Inc.

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2021-03-15

PA RA
APPROVED

Since 2021-03-15

Branch Locations

1098 Washington Crossing Rd Suite 3B, Washington Crossing, PA 18977 • 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

Organization	City	State	From	To
Pfs Investments Inc.	Washington Crossing	PA	08/2018	Present
Primerica Life Insurance	Washington Crossing	PA	07/2006	Present
Monmouth Ocean County Center For Independent Living	Long Branch	NJ	02/2014	05/2018
Eden Engineering , Llc	East Brunswick	NJ	01/2021	Present

08/2018 → Present

Pfs Investments Inc.

Washington Crossing, PA
07/2006 → Present

Primerica Life Insurance

Washington Crossing, PA
02/2014 → 05/2018

Monmouth Ocean County Center For Independent Living

Long Branch, NJ
01/2021 → Present

Eden Engineering , Llc

East Brunswick, 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.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-02-24
S63	Uniform Securities Agent State Law Examination	2018-09-27

S65 Uniform Investment Adviser Law Examination

2021-02-24
S63 Uniform Securities Agent State Law Examination

2018-09-27

Other Names

Valerie Susan Kohrn

View on SEC IAPD