Best Investors Account Sign in

David Manuel Ramos

Pfs Investments Inc.

Boca Raton, FL

Coconut Creek, FL

CRD 6246789

Claim This Profile
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
FL RA APPROVED 2025-04-15
  • FL RA
    APPROVED
    Since 2025-04-15

Branch Locations

Boca Raton, FL • United States

6810 N State Rd 7 Suite #133, Coconut Creek, FL 33073 • 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. Coconut Creek FL 02/2014 Present
Primerica Financial Services Coconut Creek FL 01/2013 Present
Amerihope Alliance Legal Services Plantation FL 07/2008 11/2022
  • 02/2014 → Present
    Coconut Creek, FL
  • 01/2013 → Present
    Primerica Financial Services
    Coconut Creek, FL
  • 07/2008 → 11/2022
    Amerihope Alliance Legal Services
    Plantation, FL
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. Ramos Financial Network, Investment Related, Coconut Creek, FL 33433, Primerica Business Purposes, Owner, 08/2025 to Present, 160 hours per month (80 during securities trading hours), Legal Entity Formed Solely For Primerica Business Purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-03
S63 Uniform Securities Agent State Law Examination 2016-02-10
  • S65 Uniform Investment Adviser Law Examination
    2025-04-03
  • S63 Uniform Securities Agent State Law Examination
    2016-02-10

View on SEC IAPD

More in Boca Raton, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor