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Julio Orlando Vargas perez

PFS Investments Inc.

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About Julio Orlando Vargas perez

Julio Orlando Vargas perez is a registered representative with PFS Investments Inc., licensed to conduct business in Puerto Rico. Julio has been in the securities industry since November 6, 2016. Julio holds the Series 6 and SIE licenses. PFS Investments Inc. offers a range of advisory services, including portfolio management for individuals.

Firm Information

Julio Vargas perez 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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Julio Vargas perez’s Registration & Firm History

PR

06/30/2020 - Present

PFS Investments Inc. (TOA BAJA PR)

PR

04/27/2015 - 12/17/2018

PFS INVESTMENTS INC. (TOA BAJA PR)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Julio Orlando Vargas perez. Review regulatory record here.
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