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George Gabriel Gundersen

PFS Investments Inc.

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About George Gabriel Gundersen

George Gabriel Gundersen is a financial professional with over 28 years of experience in the industry. George is registered as a Registered Representative and Investment Advisor Representative. George is currently employed with PFS Investments Inc. and has been with the firm since May 2018. Previously, George was employed with EQ FINANCIAL CONSULTANTS, INC., THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, OCWEN FINANCIAL CORPORATION, and PRIMERICA FINANCIAL SERVICES. George has earned both Series 6 and Series 63 licenses. George specializes in providing financial services to individuals and businesses.

Firm Information

George Gundersen 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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George Gundersen’s Registration & Firm History

FL

10/05/2018 - Present

PFS Investments Inc. (WEST PALM BEACH FL)

NY

02/08/1995 - 06/13/1997

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

02/08/1995 - 08/19/1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/17/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Gabriel Gundersen.
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