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Trent Gregory Ruffolo

PFS Investments Inc.

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About Trent Gregory Ruffolo

Trent Gregory Ruffolo is a financial professional with PFS Investments Inc., based in Margate, Florida. Trent has been in the industry since March 30, 2018. Trent holds licenses to offer securities advice in New York and is registered with FINRA. Trent's area of specialization includes Series 6.

Firm Information

Trent Ruffolo 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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Trent Ruffolo’s Registration & Firm History

FL

11/06/2019 - Present

PFS Investments Inc. (MARGATE FL)

FL

05/26/2016 - 12/31/2017

PFS INVESTMENTS INC. (MARGATE FL)

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Licenses & Designations

BC

Issued 08/26/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trent Gregory Ruffolo.
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