Legal
Disclosures
This page explains who provides the services referenced on this site, what this site is and is not, and where to find the formal regulatory documents that govern the relationship.
Who provides these services
In the U.S., securities and advisory services are offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, member FINRA and SIPC. PFS Investments Inc. conducts its advisory business under the name Primerica Advisors. Sean Loomis is a registered representative and investment adviser representative of PFS Investments Inc., holding FINRA Series 6, 63, and 65 registrations and a life insurance license.
More Than Monday is a trade name used by Sean Loomis and is not a separate broker-dealer or investment adviser.
Sean Loomis is an independent contractor and is not licensed to sell all products in all states. Sean Loomis may provide products and services only to individuals in jurisdictions where he is licensed or approved.
Educational content, not personalized advice
This website is for informational purposes only and should not be construed as a solicitation to sell or an offer of any products or services offered through PFS Investments Inc. This information is for general educational purposes only and does not constitute legal, tax, or individualized investment advice, nor an offer or solicitation to buy or sell any security or insurance product. Nothing on this site should be read as a recommendation that any specific reader take a specific action. Decisions about your accounts, benefits, and coverage depend on your full situation — that's what a one-on-one conversation is for.
Risk
Investing involves risk, including the possible loss of principal. No strategy assures success or protects against loss. Guarantees associated with insurance products are backed by the claims-paying ability and financial strength of the issuing company, not by PFSI or More Than Monday.
Rules and figures change
Program terms, premiums, contribution limits, tax thresholds, and similar figures referenced on this site change over time. Confirm current terms with your plan administrator, insurer, or the relevant government agency before acting.
Not affiliated with any government program
PFS Investments Inc. and More Than Monday are not affiliated with, sponsored by, or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, Medicare, HealthCare.gov, or any state or federal government agency.
Testimonials
Any testimonial on this site reflects one person's own experience and opinion. It is not a guarantee, projection, or promise about the experience of any other client, and it should not be viewed as representative of everyone's experience. Sean Loomis was not compensated for any testimonial that appears on this site, and no testimonial was given in exchange for anything of value.
Links to other websites
This site may link to third-party websites for convenience, including government resources and calculators. We don't control those sites, don't vouch for their accuracy, and aren't responsible for their content or how they handle your information. Visiting a linked site is subject to that site's own terms and privacy policy.
Regulatory documents
For more detail on PFS Investments Inc., its services, and how to check a representative's background, see:
Form CRSFINRA BrokerCheckImportant Disclosures (Primerica)Terms & Conditions (Primerica)
Questions about these disclosures
If anything here is unclear, or you'd like more detail before we talk, reach out through the contact page.