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Cassia Serena Stefanini

PFS Investments Inc.

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About Cassia Serena Stefanini

Cassia Stefanini is a financial advisor registered with PFS Investments Inc. in Chino, CA. Cassia has been in the financial services industry for over 15 years, and has a Series 7, Series 6, Series 63 and Series 65 licenses. Cassia's previous experience includes working for Ameriprise Financial Services, Inc. and World Group Securities, Inc. Cassia primarily works with individuals, and offers financial planning and portfolio management services.

Firm Information

Cassia Stefanini 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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Cassia Stefanini’s Registration & Firm History

CA

01/01/2025 - Present

PFS Investments Inc. (CHINO CA)

CA

10/22/2007 - 04/05/2017

AMERIPRISE FINANCIAL SERVICES, INC. (CHINO HILLS CA)

CA

01/12/2006 - 03/05/2007

WORLD GROUP SECURITIES, INC. (ONTARIO CA)

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Licenses & Designations

IA

Issued 01/22/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/21/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 04/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2007

Series 7 - General Securities Representative Examination

BC

Issued 01/11/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cassia Serena Stefanini.
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