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Vanessa Bustamante

Pfs Investments Inc.

Oakland, NJ

Iselin, NJ

CRD 5694804

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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
NJ RA APPROVED 2024-06-12
  • NJ RA
    APPROVED
    Since 2024-06-12

Branch Locations

169 Ramapo Valley Road Suite Ll106-E, Oakland, NJ 07436 • United States

Iselin, NJ • 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
Pfs Investments Inc Oakland NJ 07/2009 Present
Primerica Financial Services Oakland NJ 05/2009 Present
  • 07/2009 → Present
    Oakland, NJ
  • 05/2009 → Present
    Primerica Financial Services
    Oakland, 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. Bam Financial Services, LLC, Investment Related, New Jersey USA, Primerica Business Purposes, Owner, 3/16/2009 to Present, Legal Entity Formed Solely For Primerica Business Purposes

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-10
S63 Uniform Securities Agent State Law Examination 2021-11-10
  • S65 Uniform Investment Adviser Law Examination
    2024-05-10
  • S63 Uniform Securities Agent State Law Examination
    2021-11-10
Other Names
  • Vanessa Adames

View on SEC IAPD

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