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Calvin Eugene McKenzie

PFS Investments Inc.

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About Calvin Eugene McKenzie

Calvin McKenzie is a financial advisor registered in New Jersey and Texas. Calvin holds Series 4, 7, 24, 63 and SIE licenses. Calvin has been in the industry since 2000 and currently works with PFS Investments Inc. Calvin's firm has offices in Edison, New Jersey, as well as in Duluth, Georgia. The firm's assets under management are over $8 billion. Calvin has provided investment advice to high net worth individuals, corporations and other businesses.

Firm Information

Calvin McKenzie 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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Calvin McKenzie’s Registration & Firm History

NJ

01/23/2023 - Present

PFS Investments Inc. (EDISON NJ)

NJ

01/31/2020 - 12/31/2022

PFS INVESTMENTS INC. (EDISON NJ)

NJ

06/30/2001 - 09/27/2002

DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)

NE

05/16/2000 - 06/30/2001

DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)

NY

06/30/1997 - 11/21/1997

MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/12/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/2001

Series 4 - Registered Options Principal Examination

BC

Issued 12/19/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/31/2020

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

BC

Issued 07/26/2019

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Calvin Eugene McKenzie. Review regulatory record here.
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