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Damian Vargas Lozano

PFS Investments Inc.

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About Damian Vargas Lozano

Damian Lozano is an investment advisor representative registered with PFS Investments Inc. Damian Lozano has been in the industry since 2013 and holds Series 6, 63, 26 and 65 licenses. Damian Lozano has previously been affiliated with San Bernardino Unified School District, Primerica Financial Services, Computer Tax Service, Redlands Unified School, Colton Joint Unified School District, AMF INC, San Bernardino City Unified School, and San Bernardino Community College District. Damian Lozano is currently registered in California and is an active member of the FINRA and IARD. PFS Investments Inc. is a registered investment advisor with its main office located in Duluth, Georgia. PFS Investments Inc. is a national firm with a focus on financial planning and portfolio management for individuals.

Firm Information

Damian Lozano 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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Damian Lozano’s Registration & Firm History

CA

04/13/2023 - Present

PFS Investments Inc. (REDLANDS CA)

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Licenses & Designations

IA

Issued 03/31/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/05/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Damian Vargas Lozano.
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