Keristen Bazile

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

• 09/1995 → Present
  Primerica Financial Services
  Jenkintown, PA
• 04/1996 → Present
  Pfs Investments Inc
  Jenkintown, PA

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. Bazile Enterprises LLC, Not Investment Related, PO Box 2221, Jenkintown, PA 19046, Nature of Business (Financial Education), Position/Title (CEO), Start Date (01/2018) to Present, 10 hours per month, this business was mainly created to educate groups on managing money and becoming more literate about the decisions they make from day to day. Primerica is not discussed or associated.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-01
• S63 Uniform Securities Agent State Law Examination
  1996-08-02

Other Names

• Keristen Cabrei Bazile
• Keristen Burton
• Keristen Bazile