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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-09-16 |
Branch Locations
3555 S 27Th St Ste 26-B, Milwaukee, WI 53221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Milwaukee | WI | 11/2021 | Present |
| Primerica Financial Services | Milwaukee | WI | 01/2012 | Present |
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. Ismael's Services, LLC, not investment-related, Milwaukee, WI, owner independent tax business, 11/2011-present, 160 hours per month (32.5 during trading hours) seasonally from January through April Registered notary public in Wisconsin
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-02 |
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