Helena
Silva

Pfs Investments Inc

CRD#2076427
Investment Advisor
in Milton, MA

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About this Advisor

Helena Silva is a financial advisor based in Milton, Massachusetts, working with Pfs Investments Inc. Helena has previously held positions at Primerica Financial Services and Pfs Investments Inc. Helena has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Helena is part of Pfs Investments Inc, which operates out of Milton, Massachusetts. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

424 Adams St Ste 201A
Milton, MA 02186

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

MA Average: $3,570,121,308
Total Number of Employees

3,590

MA Average: 58
Total Number of Accounts

59,808

MA Average: 1,608
Average Account Size

$141,486

MA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Helena Silva Work History

1990 - Present (34 years)

Primerica Financial Services

1990 - Present (34 years)

Pfs Investments Inc

Disclosures

Please visit the SEC profile of Helena Silva to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Primerica Advisors

Kimberly Devries
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Clay Schweitzer
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Josue Comulada Otero
Guaynabo, PR
Micah Wood
Meridian, ID
Janelle Pruett
Belfair, WA
Jillian Cavanaugh
Manchester, NH
Alden Small
Horn Lake, MS
Derek Hill
Memphis, TN

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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