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Rebecca Jean Derollo

PFS Investments Inc.

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About Rebecca Jean Derollo

Rebecca Derollo is a financial advisor with over 13 years of experience in the financial services industry. Rebecca is currently registered with PFS Investments Inc. Rebecca is licensed to provide financial advice in New Jersey. Rebecca has earned her Series 6, Series 7 and Series 63 licenses. Rebecca has experience with several investment products including investment company products/variable contracts, and general securities. Rebecca is committed to providing her clients with personalized financial advice that meets their unique needs. Rebecca is also a member of the PFS Investments Inc. team, a firm that manages over 8 billion dollars in assets.

Firm Information

Rebecca Derollo 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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Rebecca Derollo’s Registration & Firm History

NJ

11/20/2018 - Present

PFS Investments Inc. (EDISON NJ)

NJ

01/14/2016 - 12/23/2016

PFS INVESTMENTS INC. (EDISON NJ)

NJ

11/03/2008 - 12/31/2015

PFS INVESTMENTS INC. (EDISON NJ)

NJ

08/14/2001 - 09/25/2001

HENNION & WALSH, INC. (PARSIPPANY NJ)

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Licenses & Designations

BC

Issued 01/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rebecca Jean Derollo.
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