Norman Felsen

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

• 08/2013 → Present
  Pfs Investments Inc
  Newark, DE
• 06/2013 → 12/2018
  Osi Comfort Specialist
  Oceanside, NY
• 02/2011 → Present
  Primerica Financial Services
  Newark, DE
• 12/2018 → 05/2023
  Seasons Pizza
  Dover, DE
• 05/2023 → Present
  Mast Companies
  Dover, DE
• 05/2023 → 07/2023
  Hmastgroup.cOm
  Dover, DE
• 08/2023 → Present
  F.A.D. Management
  Camden, DE

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

• S65 Uniform Investment Adviser Law Examination
  2021-01-23
• S63 Uniform Securities Agent State Law Examination
  2013-11-19