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Charmaine Holman

PFS Investments Inc.

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About Charmaine Holman

Charmaine Holman is a registered representative with PFS Investments Inc. Charmaine is licensed in Texas and has passed the Series 63, Series 6TO and SIE exams. Charmaine has been in the industry since December 13, 2022. Charmaine specializes in the areas of investments and financial planning.

Firm Information

Charmaine Holman 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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Charmaine Holman’s Registration & Firm History

TX

12/14/2022 - Present

PFS Investments Inc. (SUGAR LAND TX)

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Licenses & Designations

BC

Issued 07/10/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/14/2022

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

BC

Issued 12/23/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charmaine Holman.
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