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Annette Helen Tibodeau

PFS Investments Inc.

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About Annette Helen Tibodeau

Annette Tibodeau is a financial professional with over 20 years of experience in the financial services industry. Annette is currently registered with PFS Investments Inc. and has been with the firm since 2008. Prior to that, Annette worked at Waddell & Reed, Inc. from 2001 to 2003. Annette is a Series 66, Series 7, Series 6TO and SIE licensed professional. Annette focuses on providing financial advice to individuals, corporations, and charitable organizations.

Firm Information

Annette Tibodeau 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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Annette Tibodeau’s Registration & Firm History

MA

08/29/2008 - Present

PFS Investments Inc. (WEST ROXBURY MA)

GA

02/10/2003 - 07/23/2008

PFS INVESTMENTS INC. (DULUTH GA)

KS

05/17/2001 - 01/27/2003

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 05/30/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Annette Helen Tibodeau.
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