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Jeffrey Lane Seals

PFS Investments Inc.

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About Jeffrey Lane Seals

Jeffrey Lane Seals is a financial professional with over 20 years of experience in the industry. Jeffrey is currently registered with PFS Investments Inc. and has been with the firm since 2007. Prior to joining PFS Investments Inc., Jeffrey worked with VeraVest Investments, Inc. in Worcester, MA. Jeffrey holds the Series 7, Series 66, Series 6TO and SIE licenses. Jeffrey is registered to provide investment advice in Alabama, Georgia, and Mississippi. Jeffrey specializes in portfolio management for individuals and works with a variety of client types including high net worth individuals, corporations or other businesses, and individuals other than high net worth. Jeffrey has over $7.2 billion in assets under management.

Firm Information

Jeffrey Seals 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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Jeffrey Seals’s Registration & Firm History

AL

09/27/2018 - Present

PFS Investments Inc. (HOOVER AL)

AL

01/06/2007 - 07/10/2018

PFS INVESTMENTS INC. (HOOVER AL)

GA

02/04/2004 - 10/10/2006

PFS INVESTMENTS INC. (DULUTH GA)

MA

02/13/2002 - 04/23/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BOTH

Issued 04/05/2002

Series 66 - Uniform Combined State Law 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 02/12/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Lane Seals.
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