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Suzanne Beckler Tweddell

Pfs Investments Inc.

Valencia, CA

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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2011-08-03
  • CA RA
    APPROVED
    Since 2011-08-03

Branch Locations

28410 Avenue Stanford, Valencia, CA 91355 • 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 Valencia CA 10/1998 Present
Pfs Investments Valencia CA 02/1999 Present
  • 10/1998 → Present
    Primerica Financial Services
    Valencia, CA
  • 02/1999 → Present
    Pfs Investments
    Valencia, CA
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. Limited Partner Residential & Commercial Rental Property, 3501-3515 Cahuenga Blvd., LLC; 617 S. Orchard, LLC; 4227 Lankershim, LLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-08
S63 Uniform Securities Agent State Law Examination 1999-05-03
  • S65 Uniform Investment Adviser Law Examination
    2011-04-08
  • S63 Uniform Securities Agent State Law Examination
    1999-05-03

View on SEC IAPD

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