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Rupal Bhupat Doshi

PFS Investments Inc.

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About Rupal Bhupat Doshi

Rupal Bhupat Doshi is a financial advisor at PFS Investments Inc. Rupal has been in the financial industry since June 2, 1999, and has experience at other firms including Brown Brothers Harriman & Co. and Smith Barney Inc. Rupal is registered with FINRA and the states of New Jersey, New York, and South Carolina. Rupal holds the following licenses and certifications: Series 63, Series 66, Series 7, Series 26, and Series 6.

Firm Information

Rupal Doshi 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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Rupal Doshi’s Registration & Firm History

NY

08/03/2021 - Present

PFS Investments Inc. (FARMINGDALE NY)

NY

10/01/2000 - 01/31/2005

BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)

NY

11/07/1995 - 07/22/1998

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/26/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative 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 10/01/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rupal Bhupat Doshi.
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