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George Schott

PFS Investments Inc.

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About George Schott

George Schott is an investment advisor representative with PFS Investments Inc., a firm based in Duluth, Georgia. George has been in the industry since 1999 and is licensed to provide advisory services in Connecticut. George has a variety of experience working with clients including corporations, individuals, and charitable organizations. George previously worked at Legg Mason Investor Services, LLC and Citigroup Global Markets Inc. George is registered with FINRA and the state of Connecticut and holds the Series 7, Series 24, Series 51, and Series 66 securities licenses.

Firm Information

George Schott 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 Schott’s Registration & Firm History

CT

06/09/2021 - Present

PFS Investments Inc. (BETHEL CT)

CT

12/01/2005 - 07/08/2019

LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)

NY

09/15/1999 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/14/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/12/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 06/06/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Schott.
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