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Rosel Rivera Quiwa

PFS Investments Inc.

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About Rosel Rivera Quiwa

Rosel Rivera Quiwa is a financial professional with over 20 years of experience in the industry. Rosel is currently registered with PFS Investments Inc. and holds a Series 6, Series 26, Series 63, and SIE license. Rosel has been with PFS Investments Inc. since 2014 and has been in the financial services industry since 2000. Rosel specializes in portfolio management for individuals. PFS Investments Inc. is a registered investment adviser that provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. PFS Investments Inc. is headquartered in Duluth, Georgia.

Firm Information

Rosel Quiwa 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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Rosel Quiwa’s Registration & Firm History

AZ

01/14/2014 - Present

PFS Investments Inc. (TEMPE AZ)

CA

07/19/2000 - 01/11/2014

PFS INVESTMENTS INC. (SANTA CLARA CA)

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Licenses & Designations

BC

Issued 04/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rosel Rivera Quiwa.
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