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Chukwudi Charles Oje

PFS Investments Inc.

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About Chukwudi Charles Oje

Chukwudi Oje is a financial advisor with PFS Investments Inc. based in VALENCIA, CA. Chukwudi has been in the industry since 2012, providing investment advisory services to individuals. Chukwudi holds Series 6, 7, 63, and 66 licenses, as well as SIE. Chukwudi is registered in California and Maryland. PFS Investments Inc. is a registered investment advisor with a strong track record of providing comprehensive financial planning and investment management services to individuals and families.

Firm Information

Chukwudi Oje 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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Chukwudi Oje’s Registration & Firm History

CA

02/06/2024 - Present

PFS Investments Inc. (VALENCIA CA)

CA

06/12/2014 - 10/20/2016

PFS INVESTMENTS INC. (BURBANK CA)

CA

12/03/2012 - 02/06/2014

WELLS FARGO ADVISORS, LLC (EL SEGUNDO CA)

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Licenses & Designations

BC

Issued 04/29/2024

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/25/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/05/2024

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

BC

Issued 10/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Chukwudi Charles Oje. Review regulatory record here.
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