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Gregory Leon Elder

PFS Investments Inc.

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About Gregory Leon Elder

Gregory Leon Elder is a financial advisor with over 25 years of experience in the financial services industry. Gregory is currently registered with PFS Investments Inc., a firm with over 8.4 billion dollars in assets under management, in both New York and New Jersey. Gregory has also worked at several other prominent firms, including First Investors Corporation and Prudential-Bache Securities. Gregory is licensed in New York and New Jersey and holds Series 1, 6, and 63 licenses as well as the SIE exam. Gregory's specialties include investment company products/variable contracts.

Firm Information

Gregory Elder 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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Gregory Elder’s Registration & Firm History

NY

01/21/2021 - Present

PFS Investments Inc. (BROOKLYN NY)

NJ

01/28/2020 - 12/31/2020

PFS INVESTMENTS INC. (EDISON NJ)

NJ

01/29/2019 - 12/31/2019

PFS INVESTMENTS INC. (EDISON NJ)

NJ

10/08/2007 - 12/31/2018

PFS INVESTMENTS INC. (EDISON NJ)

NA

11/06/1984 - 02/03/1987

FIRST INVESTORS CORPORATION

NA

06/25/1980 - 08/21/1984

PRUDENTIAL-BACHE SECURITIES INC.

NA

02/26/1976 - 06/15/1980

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED

NA

08/05/1974 - 02/26/1976

SMITH, BARNEY & CO. INCORPORATED

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Licenses & Designations

BC

Issued 11/16/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/01/1974

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Leon Elder.
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