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Gloria Irene Farrell

PFS Investments Inc.

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About Gloria Irene Farrell

Gloria Farrell is a financial professional with over 20 years of experience in the financial services industry. Gloria has been registered with PFS Investments Inc. since February 2001 and has been active in the securities industry since June 2000. Gloria's previous experience includes a position with CitiCorp Investment Services in Long Island City, New York. Gloria holds a Series 63, Series 6, and Series 26 license and is registered with the state of Delaware and New York. Gloria's focus is on providing portfolio management for individuals and has been a Registered Representative with PFS Investments Inc. in Franklin Square, New York since 2001.

Firm Information

Gloria Farrell 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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Gloria Farrell’s Registration & Firm History

NY

02/02/2001 - Present

PFS Investments Inc. (FRANKLIN SQUARE NY)

NY

05/09/2000 - 12/22/2000

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

BC

Issued 07/19/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/10/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gloria Irene Farrell.
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