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Norwin Navas

PFS Investments Inc.

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About Norwin Navas

Norwin Navas is a financial professional with PFS Investments Inc. Norwin is registered with the state of California. Norwin has been in the industry since 2015. Norwin is licensed to offer securities related products in the state of California. The Series 6 license allows Norwin to sell mutual funds, variable annuities, and other investment company products. The SIE is a required exam for all securities professionals and the Series 63 license allows Norwin to sell securities in the state of California. Norwin is currently located at the Rancho Cucamonga office of PFS Investments Inc. The address of this office is 8540 ARCHIBALD AVE STE 18-D-2 in RANCHO CUCAMONGA, CA 91730.

Firm Information

Norwin Navas 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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Norwin Navas’s Registration & Firm History

CA

04/24/2023 - Present

PFS Investments Inc. (RANCHO CUCAMONGA CA)

CA

01/22/2022 - 12/31/2022

PFS INVESTMENTS INC. (ONTARIO CA)

CA

05/26/2015 - 12/31/2021

PFS INVESTMENTS INC. (ONTARIO CA)

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Licenses & Designations

BC

Issued 06/17/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Norwin Navas.
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