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Cassandra L Sweatt

PFS Investments Inc.

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About Cassandra L Sweatt

Cassandra Sweatt is a financial advisor with PFS Investments Inc., a firm located in Duluth, Georgia. Cassandra has been in the financial industry since March 20, 2007 and holds a Series 6, Series 26, Series 63, and Series 65 licenses. Cassandra is currently registered with the state of New Hampshire as a registered representative and an investment advisor representative. Cassandra has a total of 14 active state registrations, and is also registered with the state of California, Florida, Illinois, Maine, Massachusetts, New York, North Carolina, Ohio, Oklahoma, Rhode Island, Vermont, Virginia, and Wisconsin. Cassandra is also registered with FINRA and the Securities Investor Protection Corporation (SIPC). The firm's focus is on providing investment advice and portfolio management services to individual clients.

Firm Information

Cassandra Sweatt 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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Cassandra Sweatt’s Registration & Firm History

NH

08/01/2013 - Present

PFS Investments Inc. (CONCORD NH)

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Licenses & Designations

IA

Issued 06/25/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/17/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cassandra L Sweatt.
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