Sean Michael Wise

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

• 02/2022 → Present
  Primerica Financial Services
  Oshkosh, WI
• 08/2022 → Present
  Pfs Investments Inc.
  Oshkosh, WI
• 05/2019 → Present
  Christianos Pizza
  Appleton, WI
• 08/2012 → 05/2019
  Christianos Pizza
  Oshkosh, WI

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. Christianos Pizza, Not investment related, part owner of the business, 05/2019 - present, 2400 S. Kensington Drive Appleton, nature of the business is restaurant/food service, WI 54915, devoted 160 hours/month, 40 hours/month at during securities trading hours. Compensated by a salary

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-25
• S63 Uniform Securities Agent State Law Examination
  2022-11-22