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Satinderjit Panesar

PFS Investments Inc.

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About Satinderjit Panesar

Satinderjit Panesar is a licensed financial advisor with PFS Investments Inc. who has been in the industry since February 23, 2015. Satinderjit is registered with FINRA as a registered representative and is licensed to sell securities in California. Satinderjit has experience in the securities industry, having worked for various firms in California, including NYLIFE Securities LLC, PARK AVENUE SECURITIES LLC, VOYA FINANCIAL ADVISORS, INC., MORGAN STANLEY SMITH BARNEY and EDWARD JONES. Satinderjit specializes in providing financial advice to individuals.

Firm Information

Satinderjit Panesar 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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Satinderjit Panesar’s Registration & Firm History

CA

09/20/2021 - Present

PFS Investments Inc. (MODESTO CA)

CA

05/26/2020 - 07/08/2020

NYLIFE SECURITIES LLC (ROSEVILLE CA)

CA

07/02/2018 - 09/05/2018

PARK AVENUE SECURITIES LLC (ROSEVILLE CA)

CA

04/11/2014 - 12/31/2016

VOYA FINANCIAL ADVISORS, INC. (FOLSOM CA)

CA

04/07/2011 - 06/21/2012

MORGAN STANLEY SMITH BARNEY (BAKERSFIELD CA)

AR

12/13/2006 - 04/09/2009

EDWARD JONES (EL DORADO AR)

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Licenses & Designations

BOTH

Issued 02/03/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Satinderjit Panesar.
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