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Jeffrey Michael Dorfsman

PFS Investments Inc.

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About Jeffrey Michael Dorfsman

Jeffrey Michael Dorfsman is an investment advisor representative affiliated with PFS Investments Inc. Jeffrey Dorfsman has been in the industry since May 25, 2022 and is registered in the state of Minnesota. Jeffrey Dorfsman is also a Registered Representative. Jeffrey Dorfsman is currently licensed to offer investment products in Georgia, Minnesota, and Wisconsin. Jeffrey Dorfsman's primary business is the sale of investment-related products. In addition, Jeffrey Dorfsman may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products, as well as other home related services. Jeffrey Dorfsman is also a part-time owner of two rental properties, one in Saint Paul, Minnesota and one in Iowa City, Iowa. Jeffrey Dorfsman is also a partner/owner in a Real Estate Investing/Rental Property business.

Firm Information

Jeffrey Dorfsman 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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Jeffrey Dorfsman’s Registration & Firm History

MN

03/11/2024 - Present

PFS Investments Inc. (SAUK RAPIDS MN)

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Licenses & Designations

IA

Issued 02/23/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/26/2022

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

BC

Issued 03/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Michael Dorfsman.
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