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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-09
  • CA RA
    APPROVED
    Since 2023-08-09

Branch Locations

Whittier, CA • United States

11090 Artesia Rd Suite H-1, Cerritos, CA 90703 • 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 Whittier CA 05/2010 09/2018
Primerica Financial Services Cerritos CA 12/2008 Present
Pfs Investments Inc. Cerritos CA 07/2019 Present
Unemployed Whitter CA 09/2018 06/2019
  • 05/2010 → 09/2018
    Whittier, CA
  • 12/2008 → Present
    Primerica Financial Services
    Cerritos, CA
  • 07/2019 → Present
    Cerritos, CA
  • 09/2018 → 06/2019
    Unemployed
    Whitter, CA
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 2023-06-09
S63 Uniform Securities Agent State Law Examination 2010-09-09
  • S65 Uniform Investment Adviser Law Examination
    2023-06-09
  • S63 Uniform Securities Agent State Law Examination
    2010-09-09
Other Names
  • Petra Sperger

View on SEC IAPD

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