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Georganna Cooper

PFS Investments Inc.

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About Georganna Cooper

Georganna Cooper is an investment advisor representative at PFS Investments Inc. Georganna has been in the securities industry for over 6 years. She has a Series 6, 7, 63, and 65 license. Georganna has held previous positions at Morgan Stanley and Sagepoint Financial. She is registered with the state of Tennessee. Georganna focuses on providing financial planning and portfolio management for individuals. In addition to her work at PFS Investments Inc, Georganna may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products, as well as other home-related services.

Firm Information

Georganna Cooper 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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Georganna Cooper’s Registration & Firm History

TN

06/13/2023 - Present

PFS Investments Inc. (CHATTANOOGA TN)

TN

07/02/2016 - 07/02/2021

MORGAN STANLEY (Chattanooga TN)

AZ

12/21/2015 - 01/09/2016

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 09/07/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/16/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2016

Series 7 - General Securities Representative Examination

BC

Issued 12/21/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Georganna Cooper.
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