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Raymond Castro

PFS Investments Inc.

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About Raymond Castro

Raymond Castro is a financial professional with over 15 years of experience in the industry. Raymond is currently registered with PFS Investments Inc., a firm with a strong reputation for providing investment advice and portfolio management services. Raymond has a broad range of experience in the financial services industry, having worked for both PNC Investments and PFS Investments Inc. in the past. Raymond is licensed to provide investment advice and services in a number of states, including California, Delaware, Florida, Georgia, Illinois, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Raymond holds a variety of licenses, including Series 6, Series 6TO, Series 26, and Series 63, as well as the SIE exam.

Firm Information

Raymond Castro 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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Raymond Castro’s Registration & Firm History

NY

06/19/2020 - Present

PFS Investments Inc. (NYC NY)

NJ

07/27/2007 - 04/16/2010

PNC INVESTMENTS (WAYNE NJ)

NJ

09/05/2002 - 07/25/2007

PFS INVESTMENTS INC. (LODI NJ)

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Licenses & Designations

BC

Issued 08/17/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/19/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/15/2020

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raymond Castro.
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