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Maria N. Terrero

PFS Investments Inc.

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About Maria N. Terrero

Maria N. Terrero is a financial advisor who has been in the financial services industry since 2002. Maria is currently registered with PFS Investments Inc., a firm with a wide range of client types and assets under management. Maria is also registered in the states of New York and Pennsylvania. Maria holds the Series 63, Series 26, Series 6TO, SIE and Series 7 licenses. Maria has experience in investment company products/variable contracts and provides portfolio management for individuals.

Firm Information

Maria Terrero 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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Maria Terrero’s Registration & Firm History

NY

06/22/2005 - Present

PFS Investments Inc. (VALLEY STREAM NY)

GA

06/05/2003 - 12/15/2003

PFS INVESTMENTS INC. (DULUTH GA)

NE

07/13/2000 - 05/15/2001

NEBRASKA HUDSON COMPANY, INC. (OMAHA NE)

CA

01/11/2000 - 07/06/2000

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

MA

05/27/1999 - 10/25/1999

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/27/1999 - 10/25/1999

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

10/17/1997 - 04/16/1998

CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)

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Licenses & Designations

BC

Issued 11/14/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Maria N. Terrero. Review regulatory record here.
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