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Nasser Mehrzad

PFS Investments Inc.

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About Nasser Mehrzad

Nasser Mehrzad is a financial advisor with over 30 years of experience in the financial services industry. Nasser is registered with the state of Nevada as an Investment Advisor Representative and a Registered Representative. He is affiliated with PFS Investments Inc., which is based in Duluth, Georgia. Nasser has been with PFS Investments Inc. since September 1988 and has extensive experience in providing financial advice to individuals, families, and businesses. Nasser's areas of expertise include investment planning, retirement planning, and insurance planning. He is committed to providing his clients with personalized service and helping them achieve their financial goals.

Firm Information

Nasser Mehrzad 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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Nasser Mehrzad’s Registration & Firm History

NV

05/06/2015 - Present

PFS Investments Inc. (LAS VEGAS NV)

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Licenses & Designations

IA

Issued 03/10/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/23/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nasser Mehrzad.
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