Deepjot
Sohal
Pfs Investments Inc
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About this Advisor
Deepjot Sohal is a financial advisor based in Valley Stream, New York, working with Pfs Investments Inc. Deepjot has previously held positions at Primerica Financial Services, Waldorf School Of Brooklyn, George Washington University, Waldorf School Of Garden City, and Pfs Investments Inc. Deepjot has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Deepjot 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
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$8,461,983,895
3,590
59,808
$141,486
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Deepjot Sohal Work History
Waldorf School Of Brooklyn
Pfs Investments Inc
Primerica Financial Services
George Washington University
Waldorf School Of Garden City
Disclosures
Please visit the SEC profile of Deepjot Sohal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
