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Edward Anthony Fonseca

PFS Investments Inc.

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About Edward Anthony Fonseca

Edward Anthony Fonseca is a financial professional with over 30 years of experience in the industry. Edward is registered with PFS Investments Inc. and is licensed in Connecticut, Florida, Massachusetts and Rhode Island. Edward is a Series 6, Series 26 and Series 63 licensed professional. Edward has experience working with a wide range of clients, including individuals, corporations, and charitable organizations.

Firm Information

Edward Fonseca 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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Edward Fonseca’s Registration & Firm History

RI

03/31/1997 - Present

PFS Investments Inc. (CRANSTON RI)

GA

10/26/1993 - 12/31/1996

PFS INVESTMENTS INC. (DULUTH GA)

GA

03/23/1988 - 12/31/1991

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 02/15/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Edward Anthony Fonseca. Review regulatory record here.
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