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Dinesh V Mahtani

PFS Investments Inc.

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About Dinesh V Mahtani

Dinesh V Mahtani is a financial advisor currently registered with PFS Investments Inc.. Dinesh has been in the industry since 2000 and has held previous positions with AXA Advisors, LLC. and PFS INVESTMENTS INC. Dinesh is licensed in 16 states and specializes in providing financial advice to individuals and businesses. Dinesh V Mahtani is committed to helping clients achieve their financial goals.

Firm Information

Dinesh Mahtani 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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Dinesh Mahtani’s Registration & Firm History

NJ

01/05/2023 - Present

PFS Investments Inc. (WAYNE NJ)

GA

10/05/2000 - 10/10/2008

PFS INVESTMENTS INC. (DULUTH GA)

NY

04/19/2000 - 08/28/2000

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/15/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/08/2013

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 05/30/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/27/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dinesh V Mahtani.
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