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Chiragkumar Shah

PFS Investments Inc.

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About Chiragkumar Shah

Chiragkumar Shah is a financial advisor who has been in the industry since 2018. Chiragkumar is currently registered with PFS Investments Inc. and holds the Series 6, Series 63, Series 65, and SIE licenses. Prior to joining PFS Investments Inc. Chiragkumar was registered with Royal Alliance Associates, Inc. and Pruco Securities, LLC. Chiragkumar has experience providing financial advice to individuals, high-net-worth individuals, businesses, and charitable organizations. Chiragkumar's areas of expertise include portfolio management, financial planning, and investment products.

Firm Information

Chiragkumar Shah 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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Chiragkumar Shah’s Registration & Firm History

NJ

02/13/2024 - Present

PFS Investments Inc. (WEST WINDSOR NJ)

PA

06/09/2022 - 06/20/2023

ROYAL ALLIANCE ASSOCIATES, INC. (NEW HOPE PA)

NJ

08/20/2019 - 06/03/2022

PRUCO SECURITIES, LLC. (EAST BRUNSWICK NJ)

NJ

04/24/2018 - 08/15/2019

PFS INVESTMENTS INC. (WEST WINDSOR NJ)

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Licenses & Designations

IA

Issued 11/09/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chiragkumar Shah.
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