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Paulo Jorge MacHado

PFS Investments Inc.

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About Paulo Jorge MacHado

Paulo Jorge MacHado is a registered representative with PFS Investments Inc. Paulo has been in the financial services industry since 1993. Paulo is currently registered with the following states: Delaware, Florida, New Jersey, and New York. Paulo holds the following licenses: Series 6, Series 26, and Series 63. Paulo is a specialist in Variable Contracts and has been helping clients make informed investment decisions since the early 90s.

Firm Information

Paulo MacHado 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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Paulo MacHado’s Registration & Firm History

NJ

01/05/1993 - Present

PFS Investments Inc. (CRANFORD NJ)

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Licenses & Designations

BC

Issued 06/09/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/10/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paulo Jorge MacHado.
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