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Regine Carisma

PFS Investments Inc.

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About Regine Carisma

Regine Carisma is a financial professional with over 10 years of experience in the industry. Regine is currently registered as a Registered Representative (RA) and Investment Adviser Representative (IAR) with PFS Investments Inc. Regine's career with PFS Investments Inc. began in 2013, and Regine has also held various positions at other financial service companies, including Primerica Financial Services and Group Victory. Regine is a dedicated professional who is committed to providing her clients with the highest level of service and support.

Firm Information

Regine Carisma 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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Regine Carisma’s Registration & Firm History

FL

06/15/2022 - Present

PFS Investments Inc. (CORAL SPRINGS FL)

FL

02/24/2017 - 06/11/2021

PFS INVESTMENTS INC. (CORAL SPRINGS FL)

FL

05/06/2013 - 02/16/2016

PFS INVESTMENTS INC. (CORAL SPRINGS FL)

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Licenses & Designations

IA

Issued 09/07/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Regine Carisma.
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