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Greg A Nielsen

PFS Investments Inc.

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About Greg A Nielsen

Greg A Nielsen is a financial advisor who has been in the industry since 1999. Greg is currently registered with PFS Investments Inc. as an Investment Advisor Representative. Previously, Greg was registered with Avisen Securities, Inc. and Morgan Stanley DW Inc. Greg has passed the Series 63, 65, 7, 31, 26 and SIE exams. Greg is also a licensed agent in California and Nevada. Greg is an author of books, and also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.

Firm Information

Greg Nielsen 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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Greg Nielsen’s Registration & Firm History

NV

07/20/2012 - Present

PFS Investments Inc. (NORTH LAS VEGAS NV)

CA

08/12/2005 - 01/27/2006

AVISEN SECURITIES, INC. (SACRAMENTO CA)

NY

08/06/1997 - 08/29/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 08/29/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/2018

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 09/11/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 08/05/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Greg A Nielsen.
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