Rene
Yoshino

Pfs Investments Inc

CRD#6330650
Investment Advisor
in Seattle, WA

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About this Advisor

Rene Yoshino is a financial advisor operating out of Seattle, Washington, who has 21 years in the industry. Yoshino works at Pfs Investments Inc. Throughout their career, Yoshino has worked at Pfs Investments Inc, Primerica Financial Services, Omnitrition, N/A (My Husband) and 2020 Census Bureau. Yoshino maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Washington. Pfs Investments Inc is a firm that has its headquarters in Seattle, Washington. The firm has offices in 1,834 locations and a total of 3,698 people on staff. It administers $4 billion in assets between its 34,469 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 16 charitable organizations. Of its 34,469 customer accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Pfs Investments Inc offers portfolio management for individuals and small businesses. Financial management fee schedules usually vary depending on which service is offered. Fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

21 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

15111 8Th Ave Sw Ste 300
Seattle, WA 98166

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$4,076,295,222

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

3,698

WA Average: 58
Total Number of Accounts

34,469

WA Average: 1,608
Average Account Size

$118,260

WA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Rene Yoshino Work History

Rene has 21 years of experience.

2014 - Present (7 years)

Pfs Investments Inc

2014 - Present (7 years)

Primerica Financial Services

1999 - Present (22 years)

N/A (My Husband)

2019 - 2019 (< 1 year)

2020 Census Bureau

2013 - 2016 (3 years)

Omnitrition

Disclosures

Rene Yoshino has no disclosures.

Please visit their SEC profile for more details.

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Bonita Springs, FL
Sherri Bennett
Youngstown, OH
Paula King
Panama City Beach, FL
Julie White
Madison, WI

This content was compiled from the SEC and FINRA.

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