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Luis Chavez

PFS Investments Inc.

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About Luis Chavez

Luis Chavez is a registered representative with PFS Investments Inc., holding a Series 6TO and SIE license. Luis's expertise includes investment company products and variable contracts. Luis has been in the financial services industry since 2020 and has active registrations in District of Columbia and Maryland. Luis's office is located at 7642 STANDISH PL, STE A, ROCKVILLE, MD 20855.

Firm Information

Luis Chavez 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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Luis Chavez’s Registration & Firm History

MD

01/02/2020 - Present

PFS Investments Inc. (ROCKVILLE MD)

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Licenses & Designations

BC

Issued 12/31/2019

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

BC

Issued 10/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Luis Chavez. Review regulatory record here.
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