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Dinorah Caro Livingston

PFS Investments Inc.

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About Dinorah Caro Livingston

Dinorah Livingston is a financial advisor at PFS Investments Inc. Dinorah has been in the financial industry since 2004. Dinorah holds the Series 6, Series 63, Series 26 and SIE licenses, and is registered with the states of Indiana, Kentucky, Massachusetts, Michigan, New Mexico, Texas and Utah. Dinorah specializes in portfolio management for individuals and provides services for clients including individuals, high net worth individuals, charitable organizations, corporations and other businesses. Dinorah is also registered with the state of Texas as an Investment Advisor Representative (IAR).

Firm Information

Dinorah Livingston 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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Dinorah Livingston’s Registration & Firm History

MI

10/06/2022 - Present

PFS Investments Inc. (GRAND RAPIDS MI)

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Licenses & Designations

IA

Issued 08/09/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/08/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dinorah Caro Livingston.
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