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Joseph Michael Monte

PFS Investments Inc.

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About Joseph Michael Monte

Joseph Michael Monte is a financial professional with over 23 years of experience in the industry. Joseph is currently registered as a Registered Representative with PFS Investments Inc. in New Jersey and Texas. Joseph has held a variety of roles during his career, including positions at Primerica Financial Services and PFS Investments Inc. Joseph is also the owner of Get Bullet Proof, LLC and Joseph Michael Monte, LLC, which are legal entities formed solely for Primerica business purposes. Joseph holds Series 6, 63, 65, and 26 licenses and is a graduate of the Securities Industry Essentials (SIE) Exam. Joseph specializes in providing investment advisory services to individuals and has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Joseph Monte 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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Joseph Monte’s Registration & Firm History

NJ

07/07/2021 - Present

PFS Investments Inc. (HACKETTSTOWN NJ)

GA

07/25/2000 - 12/31/2005

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 06/10/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/13/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Michael Monte.
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