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Saji Thomas

PFS Investments Inc.

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About Saji Thomas

Saji Thomas is a financial advisor with PFS Investments Inc., a financial firm with headquarters in Duluth, Georgia. Saji Thomas has been in the financial industry since 2008. Saji has a total of 8 approved registrations, including 1 for the state of Texas and 1 for the state of New York. Saji Thomas is also registered with FINRA. The firm is registered with the SEC as an Investment Advisor, and is known for its commitment to client satisfaction and its focus on providing comprehensive financial planning services. Saji Thomas's main office location is in Rego Park, New York. Saji Thomas has over 14 years of experience in the financial industry and is committed to providing clients with personalized and effective financial guidance.

Firm Information

Saji Thomas 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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Saji Thomas’s Registration & Firm History

NY

03/22/2019 - Present

PFS Investments Inc. (REGO PARK NY)

NY

10/12/2010 - 10/19/2010

PFS INVESTMENTS INC. (HEMPSTEAD NY)

NY

11/05/2008 - 11/13/2009

PFS INVESTMENTS INC. (RICHMOND HILL NY)

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Licenses & Designations

BC

Issued 08/06/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Saji Thomas.
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