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Ann marie Depoian

PFS Investments Inc.

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About Ann marie Depoian

Ann marie Depoian is a registered investment advisor representative with PFS Investments Inc. Ann marie has been in the securities industry since 2003. Ann marie's registrations are currently active in 10 states including: California, Florida, Georgia, New Mexico, New York, North Carolina, Rhode Island, South Dakota, and Virginia. Ann marie is also registered as an investment advisor representative in New York. Ann marie Depoian has passed a total of 5 professional exams, including the Series 6, Series 26, Series 63, Series 65, and SIE. Ann marie is a licensed agent in the state of Georgia. Ann marie Depoian may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.

Firm Information

Ann marie Depoian is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ann marie Depoian’s Registration & Firm History

NY

08/03/2021 - Present

PFS Investments Inc. (ROCHESTER NY)

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Licenses & Designations

IA

Issued 02/19/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/10/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Ann marie Depoian. Review regulatory record here.
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