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Ruben Rosario

PFS Investments Inc.

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About Ruben Rosario

Ruben Rosario is a financial professional who has been in the industry since 2013. Ruben is currently registered with PFS Investments Inc., where they are located in the Houston, TX branch office. Previously, Ruben was with PFS Investments Inc. in New York. Ruben is a licensed Series 6, Series 26 and Series 63 representative. They have passed the Securities Industry Essentials Examination and hold licenses in several states. Ruben specializes in working with high net worth individuals, corporations, and individuals other than high net worth individuals.

Firm Information

Ruben Rosario 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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Ruben Rosario’s Registration & Firm History

TX

01/19/2017 - Present

PFS Investments Inc. (HOUSTON TX)

NY

01/21/2016 - 12/31/2016

PFS INVESTMENTS INC. (JACKSON HEIGHTS NY)

NY

01/26/2015 - 12/31/2015

PFS INVESTMENTS INC. (JACKSON HEIGHTS NY)

NY

05/30/2013 - 12/31/2014

PFS INVESTMENTS INC. (REGO PARK NY)

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Licenses & Designations

BC

Issued 06/05/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ruben Rosario.
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