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Douglas Forlano

PFS Investments Inc.

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About Douglas Forlano

Douglas Forlano is a registered representative with PFS Investments Inc. Douglas has been in the industry since April 29, 2021 and is licensed in California, Florida, Iowa, Ohio and Pennsylvania. Douglas is a Series 6, 63, and SIE licensed representative. Douglas is currently located in West Palm Beach, Florida, but has been registered in Florida since May 9, 2024. PFS Investments Inc. is headquartered in Duluth, Georgia, with a total of 3510 licensed agents, 3515 investment advisor representatives, and 3582 registered representatives. PFS Investments Inc. is an active Investment Advisor firm with a focus on Portfolio Management for Individuals.

Firm Information

Douglas Forlano 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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Douglas Forlano’s Registration & Firm History

FL

01/02/2024 - Present

PFS Investments Inc. (WEST PALM BEACH FL)

FL

04/29/2021 - 12/31/2023

PFS INVESTMENTS INC. (WEST PALM BEACH FL)

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Licenses & Designations

BC

Issued 05/28/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2021

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

BC

Issued 08/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Douglas Forlano.
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