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George Gabriel Gundersen

Pfs Investments Inc.

West Palm Beach, FL

CRD 2582305

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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
FL RA APPROVED 2018-10-05
  • FL RA
    APPROVED
    Since 2018-10-05

Branch Locations

1818 S Australian Ave Suite 200, West Palm Beach, FL 33409 • 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
Primerica Financial Services West Palm Beach FL 04/2011 Present
Pfs Investments Inc Greenacres FL 08/2012 05/2018
Ocwen Financial Corporation West Palm Beach FL 10/2015 05/2018
Pfs Investments Inc West Palm Beach FL 05/2018 Present
  • 04/2011 → Present
    Primerica Financial Services
    West Palm Beach, FL
  • 08/2012 → 05/2018
    Greenacres, FL
  • 10/2015 → 05/2018
    Ocwen Financial Corporation
    West Palm Beach, FL
  • 05/2018 → Present
    West Palm Beach, FL
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 2018-09-17
S63 Uniform Securities Agent State Law Examination 2012-12-14
  • S65 Uniform Investment Adviser Law Examination
    2018-09-17
  • S63 Uniform Securities Agent State Law Examination
    2012-12-14
Other Names
  • George Gabriel Gunderson
  • George Gabriel Gunderson
  • George Gabriel Gundersen

View on SEC IAPD

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