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Donald Richard Helwig

PFS Investments Inc.

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About Donald Richard Helwig

Donald Richard Helwig has been a registered representative in the financial services industry since 1989. Donald is currently registered with PFS Investments Inc. as a registered representative. Donald has experience with various financial institutions, including Fortune Financial Services, Inc., Hackett Associates, Inc., USLIFE Equity Sales Corp., and First American National Securities, Inc. Donald has earned several licenses and certifications including the Series 6, Series 26 and Series 63. Donald is registered with the states of Massachusetts and Pennsylvania.

Firm Information

Donald Helwig 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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Donald Helwig’s Registration & Firm History

PA

09/04/2009 - Present

PFS Investments Inc. (SHOEMAKERSVILLE PA)

PA

08/09/2004 - 07/20/2009

FORTUNE FINANCIAL SERVICES, INC. (REINHOLD PA)

PA

12/06/1995 - 07/18/2002

HACKETT ASSOCIATES, INC. (WYOMISSING PA)

PA

04/06/1992 - 10/05/1994

HACKETT ASSOCIATES, INC. (WYOMISSING PA)

NY

07/12/1991 - 03/17/1992

USLIFE EQUITY SALES CORP. (NEW YORK NY)

GA

06/21/1989 - 07/16/1991

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 06/01/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/1990

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Donald Richard Helwig. Review regulatory record here.
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