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Rodolfo Dael Chua

PFS Investments Inc.

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About Rodolfo Dael Chua

Rodolfo Chua is a financial advisor registered with PFS Investments Inc. in East Rutherford, NJ. Rodolfo has been in the industry for over 30 years, registered in 18 states and with FINRA. Rodolfo has a wide range of experience in the financial services industry. Rodolfo has a Series 6, 63, 26 and 65 licenses, and has a SIE certification. Rodolfo specializes in investment-related products and services for individuals and businesses. Rodolfo also offers financial planning and investment management services. Rodolfo is committed to providing clients with the highest quality of service and advice. Rodolfo is associated with Primerica Financial Services and PFS Investments Inc.

Firm Information

Rodolfo Chua 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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Rodolfo Chua’s Registration & Firm History

NJ

11/16/2012 - Present

PFS Investments Inc. (EAST RUTHERFORD NJ)

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Licenses & Designations

IA

Issued 10/09/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rodolfo Dael Chua.
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