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Evelyn Natividad Vinculado

PFS Investments Inc.

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About Evelyn Natividad Vinculado

Evelyn Natividad Vinculado is a financial advisor registered with PFS Investments Inc. Evelyn has been in the industry since 2007. Her registration is currently active with the state of New Jersey. Evelyn is a licensed Series 6 and Series 63 representative, and has passed the Securities Industry Essentials Examination (SIE). Her experience is focused on portfolio management for individuals. Evelyn's firm, PFS Investments Inc., is a well-established firm headquartered in Duluth, Georgia. The firm focuses on providing investment management services and has a wide range of experience working with individuals, high-net-worth individuals, charitable organizations, and corporations.

Firm Information

Evelyn Vinculado 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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Evelyn Vinculado’s Registration & Firm History

NJ

03/01/2007 - Present

PFS Investments Inc. (UNION NJ)

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Licenses & Designations

BC

Issued 11/18/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evelyn Natividad Vinculado.
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