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Fatima Fernandez Villa-real

PFS Investments Inc.

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About Fatima Fernandez Villa-real

Fatima Villa-real is a financial professional with over 30 years of experience in the industry. Fatima is currently registered with PFS Investments Inc. in Middletown, New York, where she specializes in investment company products and variable contracts. Fatima is also registered in California, New Jersey, New York and Texas. Fatima holds Series 6 and Series 63 licenses, along with the SIE exam. Fatima's career has included prior roles at MetLife Securities Inc., Metropolitan Life Insurance Company, AXA Advisors, LLC and The Equitable Life Assurance Society of the United States.

Firm Information

Fatima Villa-real 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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Fatima Villa-real’s Registration & Firm History

NY

11/06/2001 - Present

PFS Investments Inc. (MIDDLETOWN NY)

MA

12/21/2000 - 10/09/2001

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

12/21/2000 - 10/09/2001

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

10/22/1991 - 02/27/2001

AXA ADVISORS, LLC (NEW YORK NY)

NY

10/22/1991 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

GA

05/15/1991 - 10/02/1991

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 08/02/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fatima Fernandez Villa-real.
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