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Brett Schulte-swick

PFS Investments Inc.

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About Brett Schulte-swick

Brett Schulte-swick is a financial advisor at PFS Investments Inc. Brett has been in the financial industry since 2019. Brett is licensed to provide financial advice in Georgia. Brett holds Series 66 and Series 7TO licenses. Brett has prior experience at Edward Jones and Primerica Financial Services.

Firm Information

Brett Schulte-swick 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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Brett Schulte-swick’s Registration & Firm History

GA

09/06/2024 - Present

PFS Investments Inc. (ALPHARETTA GA)

GA

10/10/2023 - 12/31/2023

PFS INVESTMENTS INC. (ALPHARETTA GA)

GA

10/25/2019 - 10/04/2021

EDWARD JONES (Atlanta GA)

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Licenses & Designations

BOTH

Issued 11/22/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/27/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brett Schulte-swick. Review regulatory record here.
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