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Cherie Duriez

Pfs Investments Inc.

Sarasota, FL

CRD 8235795

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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 2026-08-12
  • FL RA
    APPROVED
    Since 2026-08-12

Branch Locations

5602 Marquesas Cir Suiet 214-C, Sarasota, FL 34233 • 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 Sarasota FL 09/2025 Present
Jacent Palmetto FL 05/2025 Present
Retired Military Palmetto FL 03/2016 05/2025
Pfs Investments Inc. Sarasota FL 03/2026 Present
  • 09/2025 → Present
    Primerica Financial Services
    Sarasota, FL
  • 05/2025 → Present
    Jacent
    Palmetto, FL
  • 03/2016 → 05/2025
    Retired Military
    Palmetto, FL
  • 03/2026 → Present
    Sarasota, 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. Delta Whiskey LLC, not investment related, Palmetto Fl, 34221, Partner, 08/2024 to Present, 5 hours a month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-29
S63 Uniform Securities Agent State Law Examination 2026-05-01
  • S65 Uniform Investment Adviser Law Examination
    2026-07-29
  • S63 Uniform Securities Agent State Law Examination
    2026-05-01
Other Names
  • Cherie Cecile Sophie Pellerin

View on SEC IAPD

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