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 based in Seattle, Washington, working with Pfs Investments Inc. Rene has previously held positions at Pfs Investments Inc, Primerica Financial Services, Omnitrition, and the 2020 Census Bureau. Rene has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Washington. Currently, Rene is part of Pfs Investments Inc, which operates out of Seattle, Washington. 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 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

15111 8Th Ave Sw Ste 301-D
Seattle, WA 98166

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

WA Average: 58
Total Number of Accounts

59,808

WA Average: 1,608
Average Account Size

$141,486

WA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Rene Yoshino Work History

2014 - Present (11 years)

Pfs Investments Inc

2014 - Present (11 years)

Primerica Financial Services

2019 - 2019 (< 1 year)

2020 Census Bureau

2013 - 2016 (3 years)

Omnitrition

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Rene Yoshino 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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Micah Wood
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Janelle Pruett
Belfair, WA
Jillian Cavanaugh
Manchester, NH
Alden Small
Horn Lake, MS
Derek Hill
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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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