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Gardi Gilles

PFS Investments Inc.

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About Gardi Gilles

Gardi Gilles is a financial professional with over 27 years of experience in the financial services industry. Gardi is registered with PFS Investments Inc. in New York and has been associated with the firm since 1994. Gardi is registered as an Investment Advisor Representative in New York. Gardi is also registered in Connecticut, Florida, Georgia, New Jersey, Pennsylvania, and Texas. Gardi is a Series 6 and 63 licensed professional and holds a Series 26 principal license. Gardi specializes in portfolio management for individuals and works with a variety of client types, including high-net-worth individuals, corporations, and individuals other than high-net-worth.

Firm Information

Gardi Gilles 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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Gardi Gilles’s Registration & Firm History

NY

08/03/2021 - Present

PFS Investments Inc. (ROCKVILLE CENTRE NY)

GA

05/16/1994 - 12/31/1999

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 07/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/22/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gardi Gilles.
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