Doreen Buenavista Collado

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

• 02/2018 → Present
  Pfsi Investment Inc.
  Katy, TX
• 10/2017 → Present
  Primerica Financial Services
  Katy, TX
• 08/2015 → Present
  Hca Texas Women'S Hospital
  Houston, TX
• 05/2024 → 10/2024
  Restore Health Rehabilitation Center
  White Plains, MD
• 11/2024 → Present
  St. Lukes Baylor Med Center
  Katy, 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. CLIENTS CHOICE, LLC , PARTNER , NATURE OF BUSINESS: HEATING & COOLING , JUNE 2018 TO PRESENT NON-INVESTMENT RELATED ,KATY, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-01
• S63 Uniform Securities Agent State Law Examination
  2018-03-30

Other Names

• Doreen Rumbaua Buenavista Juan