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Jodi Banks

PFS Investments Inc.

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About Jodi Banks

Jodi Banks is a registered representative of PFS Investments Inc. Jodi has been in the financial services industry since June 2010. Jodi is licensed to sell investment-related products in Alabama, California, Delaware, Florida, Maryland, Massachusetts, New Jersey, New York and Pennsylvania. Jodi is also registered as an Investment Advisor Representative in Pennsylvania. Jodi has passed the Series 6, Series 63, Series 26 and Series 65 exams. Jodi has also passed the SIE exam. Jodi specializes in working with individuals and small businesses. In addition to her work with PFS Investments Inc. Jodi may also work with Primerica Mortgage, LLC and Primerica Client Services, Inc. Jodi is committed to providing her clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Jodi Banks 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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Jodi Banks’s Registration & Firm History

PA

07/08/2016 - Present

PFS Investments Inc. (DOYLESTOWN PA)

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Licenses & Designations

IA

Issued 06/24/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jodi Banks.
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