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Carolyn Mendelssohn drake

PFS Investments Inc.

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About Carolyn Mendelssohn drake

Carolyn Mendelssohn drake has been an active investment professional since 1994 and is currently registered with PFS Investments Inc. in South Carolina. Carolyn has served individuals, businesses, and charitable organizations in the financial services industry. Carolyn has also been registered in several other states, including Alabama, Arkansas, Florida, Georgia, Indiana, Kentucky, Maryland, Massachusetts, Minnesota, Missouri, North Carolina, Ohio, Virginia, and South Carolina. Carolyn has a broad range of experience in providing investment advice, and her expertise includes investments, securities, and variable contracts. Carolyn is committed to providing personalized financial advice that is tailored to meet the unique needs of each client.

Firm Information

Carolyn Mendelssohn drake 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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Carolyn Mendelssohn drake’s Registration & Firm History

SC

06/30/2011 - Present

PFS Investments Inc. (COLUMBIA SC)

GA

01/18/1994 - 12/01/1995

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 04/06/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/17/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Carolyn Mendelssohn drake. Review regulatory record here.
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