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Edgar Bautista

PFS Investments Inc.

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About Edgar Bautista

Edgar Bautista is a financial advisor who has been in the industry since 2008. Edgar is currently registered with PFS Investments Inc. and holds a Series 6, Series 63, Series 26, and Series 65 licenses. Edgar has been with PFS Investments Inc. since 2006 and is registered in Alaska, Georgia, Illinois, Indiana, and Texas. Edgar specializes in providing financial advice to individuals and has experience working with a variety of clients, including high net worth individuals, corporations and other businesses, and individuals other than high net worth. Edgar is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Edgar Bautista 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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Edgar Bautista’s Registration & Firm History

IA

10/24/2022 - Present

PFS Investments Inc. (HIAWATHA IA)

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Licenses & Designations

IA

Issued 10/13/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edgar Bautista.
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