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Dawn Ann Vardakas

PFS Investments Inc.

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About Dawn Ann Vardakas

Dawn Ann Vardakas is an investment advisor representative with PFS Investments Inc. located in North Charleston, SC. Dawn has been in the financial services industry since 2000, and has been registered with PFS Investments Inc. since 2016. Dawn holds a Series 7, Series 63, and Series 65 licenses. Dawn is also registered with the states of Florida, New Jersey, New York, North Carolina and South Carolina. Prior to working for PFS Investments Inc. Dawn worked for UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dawn is currently associated with Primerica Financial Services in addition to PFS Investments Inc.

Firm Information

Dawn Vardakas 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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Dawn Vardakas’s Registration & Firm History

SC

09/15/2016 - Present

PFS Investments Inc. (N CHARLESTON SC)

NJ

03/09/2012 - 02/10/2015

UBS FINANCIAL SERVICES INC. (RED BANK NJ)

NJ

09/29/2000 - 03/13/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANASQUAN NJ)

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Licenses & Designations

IA

Issued 06/22/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dawn Ann Vardakas.
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