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Ellen L Morris

PFS Investments Inc.

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About Ellen L Morris

Ellen L. Morris is a financial advisor with PFS Investments Inc. with over 17 years of experience in the financial services industry. Ellen holds a Series 6, Series 26, and Series 63 licenses. Ellen also holds a SIE license. Ellen's previous experience includes working at Primerica Financial Services and being self-employed. Ellen is registered to provide investment advisory services in California, Florida, Georgia, Iowa, Michigan, Nevada, New York, Ohio, and Texas. Ellen has a strong background in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Ellen provides other investment-related products including mortgage services and home security services through Primerica affiliated companies. Ellen is a trusted advisor who is committed to providing personalized financial guidance to her clients.

Firm Information

Ellen Morris 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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Ellen Morris’s Registration & Firm History

OH

01/05/2023 - Present

PFS Investments Inc. (COLUMBUS OH)

OH

12/02/2005 - 12/31/2022

PFS INVESTMENTS INC. (COLUMBUS OH)

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Licenses & Designations

BC

Issued 07/05/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/05/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ellen L Morris.
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