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Carlos J Berrios

PFS Investments Inc.

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About Carlos J Berrios

Carlos J. Berrios is a financial advisor with PFS Investments Inc. based in Miramar, Florida. Carlos has been in the financial services industry since 2007 and holds Series 6, 63, and 26 licenses. Carlos is also registered with the state of Florida and Texas. PFS Investments Inc. specializes in portfolio management for individuals. The firm provides financial advice to a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Carlos Berrios 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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Carlos Berrios’s Registration & Firm History

FL

07/08/2020 - Present

PFS Investments Inc. (MIRAMAR FL)

FL

07/16/2019 - 05/11/2020

CAMBRIDGE INVESTMENT RESEARCH, INC. (Orlando FL)

FL

05/10/2016 - 07/16/2019

PFS INVESTMENTS INC. (ORLANDO FL)

FL

10/01/2012 - 03/11/2016

J.P. MORGAN SECURITIES LLC (WINTER SPRINGS FL)

FL

05/26/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (WINTER PARK FL)

FL

03/08/2007 - 05/28/2010

PFS INVESTMENTS INC. (LAKE MARY FL)

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Licenses & Designations

BC

Issued 07/30/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carlos J Berrios.
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