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Dana Edward Nelson

PFS Investments Inc.

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About Dana Edward Nelson

Dana Edward Nelson is a financial advisor who has been in the industry since 2000. Dana is currently registered with PFS Investments Inc. in Florida. Dana has experience with working with high net worth individuals, corporations or other businesses, and individuals other than high-net-worth. Dana previously worked with PFS INVESTMENTS INC. in New Hampshire, ADP BROKER-DEALER, INC. in New Jersey, SCUDDER DISTRIBUTORS, INC. in Illinois, and SCUDDER INVESTOR SERVICES, INC. in New York. Dana is registered in Florida, Maine, Massachusetts, and New Hampshire. Dana holds Series 6, 63, 65, 26, and SIE licenses.

Firm Information

Dana Nelson 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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Dana Nelson’s Registration & Firm History

NH

09/19/2024 - Present

PFS Investments Inc. (LONDONDERRY NH)

NH

04/26/2010 - 12/31/2010

PFS INVESTMENTS INC. (MANCHESTER NH)

NJ

05/30/2003 - 10/29/2003

ADP BROKER-DEALER, INC. (ROSELAND NJ)

IL

10/19/2001 - 05/30/2003

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

NY

03/26/2000 - 10/19/2001

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/09/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/04/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/19/2022

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

BC

Issued 12/28/2021

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Dana Edward Nelson. Review regulatory record here.
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