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Robert Joseph Mareina

PFS Investments Inc.

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About Robert Joseph Mareina

Robert Joseph Mareina is an Investment Advisor Representative at PFS Investments Inc.. Robert has been in the industry since April 20, 2012 and is registered with the states of Oregon and Washington. PFS Investments Inc. is a large investment firm located in Duluth, Georgia. The firm manages over 8 Billion in assets under management and has a client base of individuals, corporations and charitable organizations. Robert's clients are primarily individuals and corporations. The firm offers a wide range of services including portfolio management for individuals and corporations. Robert specializes in working with clients who have a need for investment company products and variable contracts.

Firm Information

Robert Mareina 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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Robert Mareina’s Registration & Firm History

OR

01/29/2020 - Present

PFS Investments Inc. (HILLSBORO OR)

OR

11/05/2011 - 08/13/2019

PFS INVESTMENTS INC. (HILLSBORO OR)

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Licenses & Designations

BC

Issued 11/21/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joseph Mareina.
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