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Jose I Vasquez

PFS Investments Inc.

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About Jose I Vasquez

Jose I Vasquez is a financial advisor who has been in the industry since 2008. Jose is currently registered with PFS Investments Inc. and has been with them since 2017. Jose is also registered with the state of Pennsylvania as an Investment Advisor Representative. Before working for PFS Investments Inc., Jose worked for PRUCO SECURITIES CORPORATION. Jose has passed Series 6, Series 63, Series 65 and Series 26 exams. Jose's specializations include Series 6. PFS Investments Inc. provides advisory services to individuals, including portfolio management, financial planning, and investment company products.

Firm Information

Jose Vasquez 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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Jose Vasquez’s Registration & Firm History

PA

06/28/2017 - Present

PFS Investments Inc. (BLUE BELL PA)

NJ

09/06/1996 - 08/25/2003

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 05/11/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/21/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/30/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jose I Vasquez. Review regulatory record here.
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