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Betty Williams Shelton

PFS Investments Inc.

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About Betty Williams Shelton

Betty Williams Shelton is a financial advisor who has been in the industry for over 30 years. Betty is a registered representative of PFS Investments Inc. and is licensed to sell securities in New Jersey and Pennsylvania. She specializes in helping individuals with their financial planning and portfolio management needs. Betty has a Series 6, Series 26 and Series 63 license. Betty is committed to providing her clients with the highest level of service and expertise.

Firm Information

Betty Shelton 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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Betty Shelton’s Registration & Firm History

NJ

12/15/1993 - Present

PFS Investments Inc. (CRANFORD NJ)

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Licenses & Designations

BC

Issued 12/30/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Betty Williams Shelton.
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