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Renee Leslie Miller

Pfs Investments Inc.

White Bear Lake, MN

North Oaks, MN

CRD 1411335

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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
MN RA APPROVED 2013-12-05
  • MN RA
    APPROVED
    Since 2013-12-05

Branch Locations

4525 White Bear Pkwy Ste 227, White Bear Lake, MN 55110 • United States

North Oaks, MN • 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
Pfs Investments Inc White Bear Lake MN 01/2010 Present
Primerica Financial Services White Bear Lake MN 06/1997 Present
  • 01/2010 → Present
    White Bear Lake, MN
  • 06/1997 → Present
    Primerica Financial Services
    White Bear Lake, MN
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. Miller Business Holding, Inc., Investment Related, 4525 White Bear Pkwy Ste 227 White Bear Lake, MN 55110, Primerica Business Purposes, Owner, 07/2010-Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purpose. Beatrice Bradley Travel, Not Investment Related, San Angelo, TX 76904, Nature of Business: Group travel for women, Position/Title: Host, 8 hours per month (8 of hours per month during securities trading hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-01-15
  • S63 Uniform Securities Agent State Law Examination
    2010-01-15
Other Names
  • Renee Leslie Casadecalvo
  • Renee Leslie Casa De Calvo
  • Renee Miller

View on SEC IAPD

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