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Julie Ann Bobrowitz

PFS Investments Inc.

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About Julie Ann Bobrowitz

Julie Bobrowitz is a registered representative with PFS Investments Inc. Julie has been in the industry since 1997. Julie holds the Series 6, 63 and SIE licenses. Julie is located in Colorado Springs, CO and is available to discuss your financial needs.

Firm Information

Julie Bobrowitz 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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Julie Bobrowitz’s Registration & Firm History

CO

01/18/2023 - Present

PFS Investments Inc. (COLORADO SPRINGS CO)

CO

09/22/2021 - 12/31/2022

PFS INVESTMENTS INC. (COLORADO SPRINGS CO)

CO

09/16/2019 - 07/06/2021

PFS INVESTMENTS INC. (COLORADO SPRINGS CO)

CO

09/19/1997 - 07/11/2017

PFS INVESTMENTS INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BC

Issued 09/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Ann Bobrowitz.
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