Jose Morales

Current Employers

Pfs Investments Inc.

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-03

NY RA
APPROVED

Since 2021-08-03

Branch Locations

25 Atlantic Avenue, Lynbrook, NY 11563 • United States

111 E Monument Ave Suite 606-B, Kissimmee, FL 34741 • United States

Woodhaven, NY • 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 Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pfs Investments Inc	Lynbrook	NY	02/2012	Present
Primerica Financial Services	Lynbrook	NY	11/2007	Present

02/2012 → Present

Pfs Investments Inc

Lynbrook, NY
11/2007 → Present

Primerica Financial Services

Lynbrook, NY

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

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2012-12-01

S63 Uniform Securities Agent State Law Examination

2012-12-01