linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rohinton Adi Katrak

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rohinton? Claim Your Profile

About Rohinton Adi Katrak

Rohinton Adi Katrak is a financial professional with over 20 years of experience in the industry. Rohinton is currently registered with PFS Investments Inc. in Edison, NJ and has previously been registered with several other firms, including Farmers Financial Solutions, LLC and Nationwide Securities, LLC. Rohinton holds several securities licenses, including Series 6, 7, 24, 53, and 63. Rohinton specializes in providing investment advice and portfolio management services to individuals.

Firm Information

Rohinton Katrak 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.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rohinton Katrak’s Registration & Firm History

NJ

05/21/2018 - Present

PFS Investments Inc. (EDISON NJ)

CA

12/15/2015 - 05/31/2016

FARMERS FINANCIAL SOLUTIONS, LLC (WOODLAND HILLS CA)

CA

10/31/2011 - 11/17/2015

FARMERS FINANCIAL SOLUTIONS, LLC (WOODLAND HILLS CA)

OH

05/08/2008 - 09/19/2011

NATIONWIDE SECURITIES, LLC (COLUMBUS OH)

NY

02/17/2000 - 07/20/2007

ALLSTATE FINANCIAL SERVICES, LLC (SUFFERN NY)

Not sure if Rohinton Adi Katrak is right for you?

Licenses & Designations

BC

Issued 02/19/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/22/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2002

Series 7 - General Securities Representative Examination

BC

Issued 02/16/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rohinton Adi Katrak.
Not sure if Rohinton Adi Katrak is right for you?