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Aarya Sapkota

PFS Investments Inc.

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About Aarya Sapkota

Aarya Sapkota is a registered representative with PFS Investments Inc. located in Concord, CA. Aarya has been in the industry for less than a year, and holds the Series 6TO and SIE licenses. Aarya specializes in portfolio management for individuals. Aarya is licensed in Maryland.

Firm Information

Aarya Sapkota is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aarya Sapkota’s Registration & Firm History

CA

03/04/2023 - Present

PFS Investments Inc. (CONCORD CA)

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Licenses & Designations

BC

Issued 03/04/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/15/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aarya Sapkota.
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