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Gian karlo Navarra Guirao

PFS Investments Inc.

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About Gian karlo Navarra Guirao

Gian karlo Navarra Guirao is an investment advisor representative currently registered with PFS Investments Inc. Gian karlo is a registered representative in New Jersey and has been in the industry since 2013. Gian karlo has passed Series 6, SIE, Series 6TO, and Series 63 exams. Gian karlo has also passed the Series 26 exam which allows him to provide investment advisory services. PFS Investments Inc. provides investment advisory services to individuals and corporations.

Firm Information

Gian karlo Guirao 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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Gian karlo Guirao’s Registration & Firm History

NY

08/23/2023 - Present

PFS Investments Inc. (BELLEROSE NY)

NY

02/26/2018 - 12/31/2018

PFS INVESTMENTS INC. (JACKSON HEIGHTS NY)

NY

06/05/2013 - 10/24/2016

PFS INVESTMENTS INC. (JACKSON HEIGHTS NY)

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Licenses & Designations

BC

Issued 08/31/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/23/2023

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

BC

Issued 05/01/2023

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Gian karlo Navarra Guirao. Review regulatory record here.
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