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Diane Lynn Munson

PFS Investments Inc.

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About Diane Lynn Munson

Diane Munson is a registered representative with PFS Investments Inc. located in HAMDEN, CT. Diane has been in the industry since June 2012, working with clients in Connecticut, Florida, and New York. Diane's certifications include the Series 6, Series 63, and the SIE. Diane's specializations are in investment company products/variable contracts.

Firm Information

Diane Munson 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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Diane Munson’s Registration & Firm History

CT

06/04/2012 - Present

PFS Investments Inc. (HAMDEN CT)

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Licenses & Designations

BC

Issued 07/01/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Diane Lynn Munson.
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