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Raul Natera

PFS Investments Inc.

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About Raul Natera

Raul Natera is a financial professional with over a decade of experience in the industry. Raul has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Raul is currently registered with PFS Investments Inc. in Briarcliff Manor, NY. PFS Investments Inc. is a leading financial services firm that provides a wide range of investment products and services to individual and institutional clients.

Firm Information

Raul Natera 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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Raul Natera’s Registration & Firm History

NY

01/13/2023 - Present

PFS Investments Inc. (BRIARCLIFF MANOR NY)

NY

01/22/2019 - 12/31/2022

PFS INVESTMENTS INC. (BRIARCLIFF MANOR NY)

NY

01/27/2016 - 12/31/2018

PFS INVESTMENTS INC. (BRIARCLIFF MANOR NY)

NY

01/22/2015 - 12/31/2015

PFS INVESTMENTS INC. (BRIARCLIFF MANOR NY)

NY

04/01/2013 - 12/31/2014

PFS INVESTMENTS INC. (BRIARCLIFF MANOR NY)

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Licenses & Designations

BC

Issued 05/04/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raul Natera.
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