Best Investors Account Sign in

Steven Abraham Haiser

Pfs Investments Inc.

Cranford, NJ

Cranford, NJ

CRD 2680342

Claim This Profile
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 2011-07-21
  • NJ RA
    APPROVED
    Since 2011-07-21

Branch Locations

340 North Ave E Ste 100, Cranford, NJ 07016 • United States

Cranford, NJ • 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
Pfs Investments Inc. Cranford NJ 09/1995 Present
Primerica Financial Services Cranford NJ 08/2000 Present
  • 09/1995 → Present
    Cranford, NJ
  • 08/2000 → Present
    Primerica Financial Services
    Cranford, 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. Owner- Triple Eight Ventures, LLC- 10/2021 to Present- Nature of Business: Karate and self defense instruction- 22 Vineyard Road, Edison, NJ 08817- Non Investment Related- 24 hours per month (0 during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-01
S63 Uniform Securities Agent State Law Examination 1995-11-20
  • S65 Uniform Investment Adviser Law Examination
    2011-03-01
  • S63 Uniform Securities Agent State Law Examination
    1995-11-20

View on SEC IAPD

More in Cranford, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor