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Helen Rose Ecklund

PFS Investments Inc.

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About Helen Rose Ecklund

Helen Ecklund is a financial professional with over 30 years of experience in the industry. She is currently registered with PFS Investments Inc., a firm that specializes in providing investment advisory services to individuals, corporations, and charitable organizations. Helen has a wide range of experience, having previously worked with several other firms, including AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, INTERPACIFIC INVESTORS SERVICES, INC., and SHEARSON LEHMAN HUTTON INC.. She is also a licensed representative with Series 6, Series 7, and Series 63 licenses. Helen has a strong track record of helping clients reach their financial goals.

Firm Information

Helen Ecklund 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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Helen Ecklund’s Registration & Firm History

PA

12/01/2004 - Present

PFS Investments Inc. (MILFORD PA)

NA

03/13/1989 - 10/16/1990

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

NA

03/13/1989 - 10/16/1990

IDS LIFE INSURANCE COMPANY

NA

11/07/1988 - 02/28/1989

INTERPACIFIC INVESTORS SERVICES, INC.

NA

06/21/1988 - 08/22/1988

SHEARSON LEHMAN HUTTON INC.

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Licenses & Designations

BC

Issued 12/03/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/18/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Helen Rose Ecklund. Review regulatory record here.
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