Pfs Investments Inc
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About this Advisor
Sonja Louis is a financial advisor who works in Briarcliff Manor, New York with a total of 2 years of relevant experience. Louis is currently employed by Pfs Investments Inc. Over the course of their career, they have held roles at Pfs Investments Inc, Primerica Financial Services and Sl Home Care. Louis maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in New York and Texas. Pfs Investments Inc is an advisory firm operating out of Duluth, GA. It has offices in 1,646 locations and a total of 3,449 people on staff. It manages $7 billion in assets under management among its 56,552 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 36 charitable organizations. Of its 56,552 accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees for financial management usually vary depending on which service is offered. However, fee types charged by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
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Pfs Investments Inc Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Sonja Louis Work History
Sonja has been registered as a financial advisor for 2 years.*
Pfs Investments Inc
Primerica Financial Services
Sl Home Care
*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.
Please visit the SEC profile of Sonja Louis 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
West Chester, OH
Clifton Park, NY
Sugar Grove, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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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.