Pfs Investments Inc
Company Profile
Industry:Insurance Agent/Broker
Phone:
Members (3):Richard Lubin / Insurance Agent Judy Trollinger / Manager Richard Baker / Director Of Planning And Corporate Development, inactive
Who has worked at Pfs Investments Inc
| Position at Pfs Investments Inc | Previous job position | |
|---|---|---|
| Bill Reardon | District LeaderSince Jul 2006 |
Reardon Wealth ManagementPresident Since Jul 2006 |
| Deborah Sims | Surveillance Administrator/Sr. InvestigatorSince Sep 2003 Administrator/InvestigatorDec 1994 - 2000 InvestigatorMay 1997 - Sep 2003 Compliance SpecialistSep 1995 - May 1997 Administrative AssistantMay 1995 - Sep 1995 SpecialistDec 1994 - May 1995 |
PrimericaClerical duties Apr 1993 - Dec 1994 |
| Doug Clubine | Registered RepresentativeSince May 2012 |
Discovering PathsPrincipal Instructor Since 2010 |
| Emily Kelly | Operations Support Group ManagerSince Dec 2013 Field Support AnalystOct 2011 - Dec 2013 Field Support AnalystJun 2011 - Oct 2011 |
Oppenheimer & CoRegistered Sales Assistant Jun 2010 - Oct 2010 |
| Eugene Okoreeh | Division ManagerSince Jun 2014 District ManagerSep 2006 - 2011 |
UPS Mail InnovationsOperations Supervisor Dec 2011 - Jul 2014 |
| Holly Lutz | Registered RepresentativeSince 2014 |
Italie-France GroupEditor/ Advisor Since 2012 |
| Jennifer Sone | Investment Advisor RepresentativeSince Dec 2009 |
|
| Joseph Sehlhorst | Merchandiser/Sales RepresentativeSince Jan 2012 Registered Investment AdvisorSince Jan 2008 Department ManagerJan 2004 - Feb 2007 |
Verizon Wireless IncSales Specialist Feb 2007 - Jul 2009 |
| Joshua Ivey | Financial AnalystSince Jul 2012 |
SITEL, IncCustomer Service Representative Sep 2009 - May 2010 |
| Jr Lopez | Product Manager - Marketing Analyst Retirement PlansSince Sep 2012 Manager - Managed Accounts DeskFeb 2011 - Sep 2012 |
Wachovia, A Wells Fargo CompanyLicensed Financial Specialist Feb 2008 - Dec 2009 |
| Louis Lemus | Division Leader |
|
| Matt Bozek | Registered RepresentativeSince Jun 2012 |
BenefitsLink.comSitewide Moderator Since May 2001 |
| Michael Reed | Owner |
|
| Steven Stotts | Recruiter |
|
| Zach Williams | Expansion Manager |
Former Employees
| Position at Pfs Investments Inc | Next job position | |
|---|---|---|
| Cled Dorvil | Independent Registered RepresentativeSince Jun 2002 |
Creative Financial NetworkBranch Manager / Mortgage Broker Since 2001 |
| Connie Fitzpatrick | Registered RepresentativeSince May 2013 |
4 Dog Ranch Productions LLCOwner |
| Dana Jetton | Registered RepresentativeSince Jan 2006 |
TechAssist, LLCOwner Since Jan 2011 |
| Drew Mcdonald | Special Projects ManagerJun 2005 - Aug 2007 |
PrimericaVice President & National Sales Manager Since Jun 2005 |
| Dwayne Miller | Senior Registered Representative1998 - 2011 |
|
| Jason Watters | Division Sales ManagerNov 2004 - Dec 2007 |
Eagle BatteryInside Sales Manager & Purchasing Agent Since Mar 2014 |
| Joseph Stern | Regional Sales ManagerSince Nov 2008 |
Jack Jaffa & AssociatesNational Sales Director - Tax Incentives Since Oct 2011 |
| Mark Mayfield | Independent RepresentativeSince Jun 2008 |
Primerica AdvisorsInvestment Advisor Representative Since Sep 2011 |
| Mark Sully | Financial ConsultantApr 1992 - Apr 2005 |
First Allied Securities IncInvestment Advisor Representative Since Jul 2005 |
| Michael Norman | Regional Vice PresidentSince Nov 2008 Regional Vice President |
PrimericaRegional Vice President Since Nov 2008 |
| Regina Hammond | Registered PrincipalSince Apr 1996 |
Genworth FinancialAuthorized LTC Agent through PFS Since Jan 2000 |
| Stephen Foster | Division ManagerFeb 2011 - Nov 2011 |
|
| Vivian Bogosyan | District leader2005 - 2009 |
Primerica Financial ServicesDivision Leader Since 2005 |