Debra
Greene

Pfs Investments Inc

CRD#6004998
Investment Advisor
in Valley Stream, NY

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About this Advisor

Debra Greene is a financial advisor based in Valley Stream, New York, working with Pfs Investments Inc. Debra has previously held positions at Pfs Investments Inc and Primerica Financial Services. Debra has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Debra is part of Pfs Investments Inc, which operates out of Valley Stream, New York. 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

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

70 East Sunrise Hwy Ste 500
Valley Stream, NY 11581

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

NY Average: 58
Total Number of Accounts

59,808

NY Average: 1,608
Average Account Size

$141,486

NY Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Debra Greene Work History

2013 - Present (11 years)

Pfs Investments Inc

2013 - Present (11 years)

Primerica Financial Services

Disclosures

Please visit the SEC profile of Debra Greene 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

Jillian Cavanaugh
Manchester, NH
Andrew Arthur
Urbandale, IA
Josue Comulada Otero
Guaynabo, PR
Kimberly Devries
Surprise, AZ
Janelle Pruett
Belfair, WA
Clay Schweitzer
Gillette, WY
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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