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Moises Cabrera

PFS Investments Inc.

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About Moises Cabrera

Moises Cabrera is a financial advisor with PFS Investments Inc. Moises Cabrera has been in the financial services industry for over 12 years. Moises Cabrera is registered with FINRA and has a Series 6, Series 7, Series 63, and Series 66 licenses. Moises Cabrera is also registered with the state of Florida. Moises Cabrera specializes in providing investment advice and financial planning to individuals.

Firm Information

Moises Cabrera 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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Moises Cabrera’s Registration & Firm History

FL

03/03/2023 - Present

PFS Investments Inc. (SUNRISE FL)

FL

08/04/2021 - 08/29/2022

PFS INVESTMENTS INC. (SUNRISE FL)

FL

08/10/2017 - 05/26/2021

J.P. MORGAN SECURITIES LLC (NORTH MIAMI BEACH FL)

FL

03/16/2015 - 08/15/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)

FL

02/10/2012 - 03/11/2015

WELLS FARGO ADVISORS, LLC (MIAMI FL)

FL

04/21/2009 - 04/07/2010

WELLS FARGO ADVISORS, LLC (PEMBROKE PINES FL)

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Licenses & Designations

BOTH

Issued 07/09/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/24/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2013

Series 7 - General Securities Representative Examination

BC

Issued 04/20/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Moises Cabrera. Review regulatory record here.
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