Yolene
Justafort

Pfs Investments Inc

CRD#4146590
Investment Advisor
in Hauppauge, NY

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About this Advisor

Yolene Justafort is a financial advisor who works in Hauppauge, New York with a total of 2 years of industry experience. Justafort currently works for Pfs Investments Inc. Throughout their career, Justafort has worked at Primerica Financial Services and Pfs Investments Inc. Justafort maintains a Series 63 license, certifying them as a securities broker, and can advise clients in New York. Pfs Investments Inc is a business based in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 people on staff. It administers $7 billion in total assets across its 56,552 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 36 charities and foundations. Of its 56,552 client accounts, just 1% are held by high-net-worth clients who have more than $1 million in investable assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on which services are provided. Fee types billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

150 Motor Pkwy Ste Ll25
Hauppauge, NY 11788

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

NY Average: 58
Total Number of Accounts

56,552

NY Average: 1,608
Average Account Size

$125,337

NY Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Yolene Justafort Work History

Yolene has been registered as a financial advisor for 2 years.*

2000 - Present (24 years)

Pfs Investments Inc

1999 - Present (25 years)

Primerica Financial Services

*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 Yolene Justafort 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

Walter Mcnall
Clifton Park, NY
David Johnstun
Houston, TX
Brett Sowers
Rochester, MI
Esther White
Avondale, AZ
Samantha Woodin
Sugar Grove, PA
Francine Hollis
Cleveland, OH
Bradley Geltzer
Orlando, FL
Rachael Pope
Duluth, GA

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 profile-compliance@smartasset.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.

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