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Stacey L Depasquale

PFS Investments Inc.

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About Stacey L Depasquale

Stacey Depasquale is a financial advisor who has been working in the financial services industry since 2020. Stacey is a registered representative of PFS Investments Inc. and holds Series 63, Series 65, and Series 26 licenses. Stacey currently works in the Bronx, NY office of PFS Investments Inc.. Stacey has experience working with various clients, including high net worth individuals, individuals other than high net worth, charitable organizations, and corporations or other businesses. Stacey's experience includes providing financial planning services, portfolio management for individuals, and portfolio management for businesses. Stacey is also a licensed insurance agent.

Firm Information

Stacey Depasquale 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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Stacey Depasquale’s Registration & Firm History

NY

10/04/2023 - Present

PFS Investments Inc. (BRONX NY)

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Licenses & Designations

IA

Issued 10/26/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/22/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/13/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/23/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacey L Depasquale.
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