linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kalina Tsvetanova-bringle

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kalina? Claim Your Profile

About Kalina Tsvetanova-bringle

Kalina Tsvetanova-bringle is a financial professional with over 9 years of experience in the industry. Kalina is currently registered with PFS Investments Inc. as a Registered Representative. Previously, Kalina has held positions at Truist Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Kalina specializes in providing investment advice and financial planning services to individuals, high-net-worth individuals, corporations, and charitable organizations. Kalina holds the Series 6, Series 7, Series 63, Series 66, and SIE licenses.

Firm Information

Kalina Tsvetanova-bringle 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.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kalina Tsvetanova-bringle’s Registration & Firm History

FL

11/14/2023 - Present

PFS Investments Inc. (KEY WEST FL)

FL

08/15/2022 - 04/20/2023

TRUIST INVESTMENT SERVICES, INC. (KEY WEST FL)

FL

07/29/2019 - 08/24/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KEY WEST FL)

TX

04/07/2014 - 06/19/2019

WELLS FARGO CLEARING SERVICES, LLC (ROUND ROCK TX)

Not sure if Kalina Tsvetanova-bringle is right for you?

Licenses & Designations

BOTH

Issued 02/03/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/15/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2015

Series 7 - General Securities Representative Examination

BC

Issued 04/05/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kalina Tsvetanova-bringle.
Not sure if Kalina Tsvetanova-bringle is right for you?