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Oscar Alfonso

PFS Investments Inc.

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About Oscar Alfonso

Oscar Alfonso is a financial advisor with PFS Investments Inc. located in SEBRING, FL. Oscar has been in the financial services industry since 1987 and has a strong track record of success. Oscar is a registered representative with the state of Florida, Georgia and Texas. Oscar specializes in providing financial advice to individuals, corporations and charitable organizations.

Firm Information

Oscar Alfonso 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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Oscar Alfonso’s Registration & Firm History

FL

02/27/2006 - Present

PFS Investments Inc. (SEBRING FL)

FL

01/03/2005 - 12/31/2005

PFS INVESTMENTS INC. (MIAMI FL)

GA

02/09/1999 - 12/31/2004

PFS INVESTMENTS INC. (DULUTH GA)

GA

04/07/1987 - 12/31/1998

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 05/21/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 8 public disclosures for Oscar Alfonso. Review regulatory record here.
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