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Petra Gisinger

PFS Investments Inc.

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About Petra Gisinger

Petra Gisinger is a registered investment advisor representative with PFS Investments Inc. Petra is currently registered in California and has been in the industry since 2010. She has a variety of experience and has passed multiple exams, including Series 6, 26, and 63. Petra is currently registered with PFS Investments Inc. and is based in Orange, California.

Firm Information

Petra Gisinger 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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Petra Gisinger’s Registration & Firm History

CA

08/09/2023 - Present

PFS Investments Inc. (ORANGE CA)

CA

07/08/2010 - 09/20/2018

PFS INVESTMENTS INC. (WHITTIER CA)

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Licenses & Designations

IA

Issued 06/09/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Petra Gisinger.
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