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Douglas Robert Ottosen

Pfs Investments Inc.

Houston, TX

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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-13
  • TX RA
    APPROVED
    Since 2024-03-13

Branch Locations

18333 Egret Bay Blvd Ste 410, Houston, TX 77058 • 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
Primerica Financial Services Houston TX 04/2023 Present
Pfs Investments Inc. Houston TX 10/2023 Present
Blue Water Pools Houston TX 03/2023 04/2023
Vasu Agency Houston TX 11/2022 03/2023
Not Working Houston TX 10/2021 11/2022
Final Expense Entourage Houston TX 07/2021 10/2021
Not Employed Houston TX 06/2018 07/2021
Alcresta Pharmaceuticals Houston TX 03/2016 06/2018
  • 04/2023 → Present
    Primerica Financial Services
    Houston, TX
  • 10/2023 → Present
    Houston, TX
  • 03/2023 → 04/2023
    Blue Water Pools
    Houston, TX
  • 11/2022 → 03/2023
    Vasu Agency
    Houston, TX
  • 10/2021 → 11/2022
    Not Working
    Houston, TX
  • 07/2021 → 10/2021
    Final Expense Entourage
    Houston, TX
  • 06/2018 → 07/2021
    Not Employed
    Houston, TX
  • 03/2016 → 06/2018
    Alcresta Pharmaceuticals
    Houston, TX
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 2024-02-12
S63 Uniform Securities Agent State Law Examination 2023-12-07
  • S65 Uniform Investment Adviser Law Examination
    2024-02-12
  • S63 Uniform Securities Agent State Law Examination
    2023-12-07

View on SEC IAPD

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