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Frederick Minot

PFS Investments Inc.

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About Frederick Minot

Frederick Minot is a financial advisor with PFS Investments Inc. Frederick has been in the financial services industry since 2001. Frederick has a Series 6, Series 63, Series 26 and Series 65 license. Frederick has experience working with individual investors, high net worth individuals, corporations or other businesses, and charitable organizations. Frederick is registered to provide investment advice in Georgia and Washington. Frederick was previously registered with GWFS EQUITIES, INC., ING FINANCIAL ADVISERS, LLC, VALIC FINANCIAL ADVISORS, INC., and THE VARIABLE ANNUITY MARKETING COMPANY.

Firm Information

Frederick Minot 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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Frederick Minot’s Registration & Firm History

GA

05/28/2021 - Present

PFS Investments Inc. (DULUTH GA)

GA

05/29/2008 - 12/09/2019

GWFS EQUITIES, INC. (Suwanee GA)

FL

05/17/2006 - 05/02/2008

ING FINANCIAL ADVISERS, LLC (TALLAHASSEE FL)

TX

07/12/2001 - 04/28/2006

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

07/12/2001 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

IA

Issued 08/09/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frederick Minot.
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