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Roberto Javier Delapaz

PFS Investments Inc.

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About Roberto Javier Delapaz

Roberto Delapaz is a financial advisor with over 24 years of experience in the financial services industry. Roberto currently works at PFS Investments Inc. and is registered with FINRA and the state of California. Previously, Roberto worked for FIRST MONTAUK SECURITIES CORP. in RED BANK, NJ and YAEGER CAPITAL MARKETS, INC. in NEWPORT BEACH, CA. Roberto holds several industry licenses including Series 63, Series 65, Series 7, and Series 27. Roberto's areas of specialization include retirement planning, investment management, and insurance. Roberto's main office is located at 20955 PATHFINDER RD STE 100 NO. 17A in DIAMOND BAR, CA.

Firm Information

Roberto Delapaz 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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Roberto Delapaz’s Registration & Firm History

CA

06/03/2003 - Present

PFS Investments Inc. (DIAMOND BAR CA)

NJ

08/31/1998 - 03/03/2003

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

CA

05/05/1998 - 06/04/1998

YAEGER CAPITAL MARKETS, INC. (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 11/27/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/17/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/1998

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roberto Javier Delapaz.
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