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Richard Thomas Pusateri

PFS Investments Inc.

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About Richard Thomas Pusateri

Richard Thomas Pusateri is a financial advisor associated with PFS Investments Inc.. He is a Registered Representative and Investment Advisor Representative with PFS Investments Inc. He is licensed in Florida and has also passed exams for various securities products. Mr. Pusateri has worked in the financial industry since 2001. In addition to his roles at PFS Investments Inc., Richard also manages an office for Ugaldeunlimtedinc. Richard provides investment advice to individuals and businesses.

Firm Information

Richard Pusateri 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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Richard Pusateri’s Registration & Firm History

FL

02/22/2024 - Present

PFS Investments Inc. (SUNRISE FL)

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Licenses & Designations

IA

Issued 12/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Richard Thomas Pusateri. Review regulatory record here.
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