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Claudia Sagredo-perdue

PFS Investments Inc.

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About Claudia Sagredo-perdue

Claudia Sagredo-perdue is a registered representative with PFS Investments Inc. Claudia is registered in Maryland, Oregon and Virginia and is a Series 63, Series 6TO, and SIE licensed professional. Claudia has experience working in the financial services industry.

Firm Information

Claudia Sagredo-perdue 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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Claudia Sagredo-perdue’s Registration & Firm History

MD

05/03/2023 - Present

PFS Investments Inc. (ROCKVILLE MD)

MD

01/14/2022 - 12/31/2022

PFS INVESTMENTS INC. (GAITHERSBURG MD)

MD

11/26/2021 - 12/31/2021

PFS INVESTMENTS INC. (GAITHERBURG MD)

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Licenses & Designations

BC

Issued 01/12/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/24/2021

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

BC

Issued 10/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Claudia Sagredo-perdue.
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