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Edward Thomas Medler

PFS Investments Inc.

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About Edward Thomas Medler

Edward Thomas Medler is a registered representative with PFS Investments Inc. in Oakland, New Jersey. He has been in the financial services industry since January 6, 2019 and holds a Series 6 and a Series 63 license. He is currently registered with the state of New Jersey and New York and is a licensed Investment Advisor Representative in these states as well. Edward has earned the Investment Company Products/Variable Contracts Representative Examination, the Securities Industry Essentials Examination and the Uniform Securities Agent State Law Examination.

Firm Information

Edward Medler 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 Medler’s Registration & Firm History

NJ

01/25/2019 - Present

PFS Investments Inc. (OAKLAND NJ)

NJ

12/14/2018 - 12/31/2018

PFS INVESTMENTS INC. (OAKLAND NJ)

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Licenses & Designations

BC

Issued 03/11/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Thomas Medler.
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