Deepjot
Sohal
Pfs Investments Inc
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About this Advisor
Deepjot Sohal is a financial advisor based out of Valley Stream, New York with 2 years of industry experience. Sohal is an employee of Pfs Investments Inc. Sohal has gained experience at Primerica Financial Services, Waldorf School Of Brooklyn, George Washington University, Waldorf School Of Garden City and Pfs Investments Inc. Sohal has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in New York. Pfs Investments Inc is a firm operating out of Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 people on staff. It has $7 billion in total assets among its 56,552 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 36 charitable organizations. Of its 56,552 accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees for financial management largely are based on which services the firm provides the client. However, fees charged by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Deepjot Sohal Work History
Deepjot has been registered as a financial advisor for 2 years.*
Waldorf School Of Brooklyn
Pfs Investments Inc
Primerica Financial Services
George Washington University
Waldorf School Of Garden City
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
