Best Investors Account Sign in
Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2012-01-17
  • WI RA
    APPROVED
    Since 2012-01-17

Branch Locations

1066 Mather St Ste A, Green Bay, WI 54303 • United States

Green Bay, WI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Green Bay WI 07/1994 Present
Pfs Investments Inc Green Bay WI 11/1994 Present
  • 07/1994 → Present
    Primerica Financial Services
    Green Bay, WI
  • 11/1994 → Present
    Green Bay, WI
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-09
S63 Uniform Securities Agent State Law Examination 1995-07-21
  • S65 Uniform Investment Adviser Law Examination
    2011-12-09
  • S63 Uniform Securities Agent State Law Examination
    1995-07-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Green Bay, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor