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Denisse V Rojas lopez

PFS Investments Inc.

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About Denisse V Rojas lopez

Denisse V. Rojas lopez is a licensed financial professional with PFS Investments Inc., a company with a strong focus on providing individuals and families with personalized financial guidance. Denisse has been working in the financial industry since 2020, and her expertise covers a wide range of financial products and services. She is currently registered in Florida, Georgia, and Texas. Denisse holds a Series 63 and a Series 6TO license, along with the SIE exam, demonstrating her commitment to staying up-to-date with industry standards and best practices.

Firm Information

Denisse Rojas lopez 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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Denisse Rojas lopez’s Registration & Firm History

GA

03/02/2020 - Present

PFS Investments Inc. (DULUTH GA)

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Licenses & Designations

BC

Issued 09/20/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2020

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

BC

Issued 08/04/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Denisse V Rojas lopez.
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