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Isabel Flores

PFS Investments Inc.

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About Isabel Flores

Isabel Flores is a financial advisor with PFS Investments Inc., with over 10 years of experience in the financial services industry. Isabel is licensed in California and Nevada. Isabel specializes in investment company products and variable contracts. Isabel holds a Series 6, Series 26 and Series 63 licenses.

Firm Information

Isabel Flores 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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Isabel Flores’s Registration & Firm History

CA

09/22/2010 - Present

PFS Investments Inc. (MONTCLAIR CA)

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Licenses & Designations

BC

Issued 07/29/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isabel Flores.
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