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John Stanley Cefalu

PFS Investments Inc.

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About John Stanley Cefalu

John Stanley Cefalu is a registered representative of PFS Investments Inc. John has been in the industry since 1988. John is licensed in 15 states. John is a licensed investment advisor and has been registered with the state of Louisiana since 2011. John's focus is on providing investment advice to individuals. John has been working with PFS Investments Inc. since 1988. John has 15 years of experience at Primerica Financial Services. John is also a registered representative of Primerica Financial Services.

Firm Information

John Cefalu 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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John Cefalu’s Registration & Firm History

LA

05/24/2022 - Present

PFS Investments Inc. (MANDEVILLE LA)

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Licenses & Designations

BC

Issued 07/06/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/1989

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Stanley Cefalu. Review regulatory record here.
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