Lizet Constanza Mueller

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

• 07/2019 → Present
  Pfs Investments Inc.
  Louisville, KY
• 07/2018 → Present
  Primerica Financial Services
  Louisville, KY
• 11/2015 → 02/2021
  St. Michael Foundation For Polyphony & Chant
  Stanford, CT
• 01/2017 → 02/2020
  Seed Fundraisers
  Denver, CO
• 09/2014 → 06/2017
  Socratic Courses For Kids
  Oxford, CT
• 01/2005 → 03/2017
  Translator
  Oxford, CT
• 09/2018 → 02/2020
  Aristotle & Critical Thinking Tutor
  Bowie, MD
• 07/2020 → 10/2020
  U.S. Census Bureau
  Jeffersonville, IN

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. The Saint Michael Foundation for Polyphony & Chant, Inc., Not Investment Related, 566 Elm Street, Stamford, CT 06902, Founder, Vice President & Treasurer, 11/05/2015 to Present, 16 hours per month (0-2 hours per month during securities trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-02
• S63 Uniform Securities Agent State Law Examination
  2019-09-25

Other Names

• Constanza Mueller
• Lizet Geil Diaz-Perez
• Lizet Geil Constanza Del M Diaz-Perez
• Lizet Mueller
• Lizet C Mueller
• Lizet Constanza Mueller
• Lizet Constanza Mueller