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Cheryl Ann Battles

PFS Investments Inc.

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About Cheryl Ann Battles

Cheryl Battles is a financial professional with over 25 years of experience in the financial services industry. Cheryl is currently registered with PFS Investments Inc. and is licensed to conduct business in Georgia and Illinois. Cheryl's registration dates back to August 1997 when she began her career at PFS Investments Inc. in Lithonia, Georgia. Cheryl is also a Series 6 and Series 63 licensed representative. Cheryl has earned her SIE license. Cheryl provides financial and investment advice to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Cheryl's expertise includes portfolio management, financial planning, and investment advisory services. Cheryl is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Cheryl Battles 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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Cheryl Battles’s Registration & Firm History

GA

06/15/2010 - Present

PFS Investments Inc. (CONYERS GA)

GA

08/20/1997 - 02/08/2010

PFS INVESTMENTS INC. (LITHONIA GA)

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Licenses & Designations

BC

Issued 08/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Cheryl Ann Battles. Review regulatory record here.
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