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Frank James Frederick

PFS Investments Inc.

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About Frank James Frederick

Frank James Frederick is a financial advisor in FORT MYERS, FL and is currently registered with PFS Investments Inc. Frank has worked in the financial industry for over 25 years and has extensive experience in the industry. Frank has been registered with PFS Investments Inc. since May 2024, after previously working at American Express Financial Advisors Inc., IDS Life Insurance Company, VTR Capital, Inc., and L.C. Wegard & Co., Inc.. Frank is a Series 63, Series 6TO, Series 7 and SIE licensed advisor. Frank is licensed in Florida, Indiana and Pennsylvania.

Firm Information

Frank Frederick 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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Frank Frederick’s Registration & Firm History

FL

05/30/2024 - Present

PFS Investments Inc. (FORT MYERS FL)

MN

09/30/1997 - 06/23/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/30/1997 - 06/23/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

12/07/1995 - 07/29/1997

VTR CAPITAL, INC. (NEW YORK NY)

NY

11/28/1995 - 12/01/1995

L.C. WEGARD & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/05/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/30/2024

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

BC

Issued 02/05/2024

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frank James Frederick.
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