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Glennis G Rose

PFS Investments Inc.

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About Glennis G Rose

Glennis Rose is a financial advisor at PFS Investments Inc. Glennis has been in the financial services industry since 1992 and has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Glennis is a registered representative with FINRA and holds the Series 6, 7, 26, 63, and 66 securities licenses. Glennis also has experience working with investment company products and variable contracts. Glennis is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Glennis Rose 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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Glennis Rose’s Registration & Firm History

GA

10/20/2023 - Present

PFS Investments Inc. (LAWRENCEVILLE GA)

OH

12/06/2022 - 04/14/2023

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

GA

03/27/2020 - 12/07/2022

PFS INVESTMENTS INC. (LAWRENCEVILLE GA)

SC

04/08/2019 - 11/26/2019

LPL FINANCIAL LLC (FORT MILL SC)

GA

09/07/2001 - 04/09/2019

PFS INVESTMENTS INC. (LAWRENCEVILLE GA)

GA

03/21/1996 - 02/21/2001

PFS INVESTMENTS INC. (DULUTH GA)

NY

08/13/1994 - 06/30/1995

MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)

MA

10/05/1993 - 11/04/1994

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

NJ

10/09/1992 - 07/07/1993

COPELAND EQUITIES, INC. (SOMERSET NJ)

MN

04/04/1992 - 08/12/1992

NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)

NA

08/13/1991 - 09/13/1991

L.P. CHARLES & COMPANY

NA

06/20/1989 - 09/13/1991

MONMOUTH INVESTMENTS, INC.

GA

04/22/1991 - 05/08/1991

BURNETT, GREY & CO., INC. (ATLANTA GA)

CO

10/16/1989 - 02/04/1991

KOBER FINANCIAL CORP. (ENGLEWOOD CO)

CO

06/20/1989 - 10/24/1989

THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)

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Licenses & Designations

BOTH

Issued 09/14/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Glennis G Rose. Review regulatory record here.
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