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Samuel I Acosta

PFS Investments Inc.

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About Samuel I Acosta

Samuel Acosta is a financial professional with over 14 years of experience in the industry. Samuel is currently registered as a Registered Representative and Investment Adviser Representative with PFS Investments Inc. Samuel previously worked for VSR Financial Services, Inc., PFS Investments Inc., Signator Investors, Inc., and FSC Securities Corporation. Samuel has passed the Series 6, Series 63, Series 26, and Series 65 exams. Samuel is currently licensed in California, Hawaii, Nevada, and Utah. Samuel has specializations in Investment Company Products/Variable Contracts.

Firm Information

Samuel Acosta 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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Samuel Acosta’s Registration & Firm History

HI

02/27/2020 - Present

PFS Investments Inc. (HONOLULU HI)

HI

08/20/2012 - 12/31/2013

VSR FINANCIAL SERVICES, INC. (HONOLULU HI)

HI

06/30/2009 - 06/28/2012

PFS INVESTMENTS INC. (HONOLULU HI)

HI

10/14/2008 - 12/16/2008

SIGNATOR INVESTORS, INC. (HONOLULU HI)

HI

01/29/2008 - 06/30/2008

FSC SECURITIES CORPORATION (HONOLULU HI)

HI

12/05/2006 - 01/24/2008

SIGNATOR INVESTORS, INC. (HONOLULU HI)

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Licenses & Designations

IA

Issued 02/14/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel I Acosta.
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