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Mary tonie rose Canieso

Investment adviser representative at Primerica Advisors
13 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Natwest Markets Securities, Inc.Nov 2018 to now
  2. Pfs Investments Inc.May 2015 to now
  3. Primerica Financial ServicesFeb 2013 to now
  4. Noble AmericasJan 2015 to Jan 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015

State registrations

Registered as an investment adviser representative in 1 state (NY).

Primerica Advisors

Legal name: Pfs Investments Inc.

$15.5BAssets managed
67,816Clients
4,004Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5343582
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
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