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Felicia Nicole Cota

PFS Investments Inc.

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About Felicia Nicole Cota

Felicia Nicole Cota is a registered representative with PFS Investments Inc. Felicia has been in the financial services industry since 2016 and is licensed to sell securities in Arizona, Minnesota, New Mexico, and Texas. Felicia holds Series 6, 63, and SIE licenses. Felicia is also a licensed insurance agent in Arizona. In addition to her work at PFS Investments Inc., Felicia is also a commercial card recruiter for Chase Bank. She is also a notary public and a delivery driver for Shipt and Spark Delivery.

Firm Information

Felicia Cota 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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Felicia Cota’s Registration & Firm History

AZ

11/27/2023 - Present

PFS Investments Inc. (TUCSON AZ)

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Licenses & Designations

BC

Issued 06/24/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Felicia Nicole Cota. Review regulatory record here.
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