Sima
Zahid

Pfs Investments Inc

CRD#4571182
Investment Advisor
in Chantilly, VA

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About this Advisor

Sima Zahid is a financial advisor based in Chantilly, Virginia, working with Pfs Investments Inc. Sima has previously held positions at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Primerica Financial Services, Pfs Investments Inc, and Fairfax County Public School. Sima has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Sima is part of Pfs Investments Inc, which operates out of Chantilly, Virginia. 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, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

14120 Newbrook Dr Ste 258
Chantilly, VA 20151

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

VA Average: 58
Total Number of Accounts

59,808

VA Average: 1,608
Average Account Size

$141,486

VA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Sima Zahid Work History

2019 - Present (5 years)

Primerica Financial Services

2019 - Present (5 years)

Pfs Investments Inc

2018 - Present (6 years)

Fairfax County Public School

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2018 (9 years)

Wells Fargo Bank Na

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

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Disclosures

Please visit the SEC profile of Sima Zahid 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.

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