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Julie Muse Osysko

PFS Investments Inc.

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About Julie Muse Osysko

Julie Osysko is a financial advisor with PFS Investments Inc., a firm with a focus on providing investment advice and portfolio management to individuals, corporations and charitable organizations. Julie has been in the financial services industry since 1999. She is a licensed investment advisor and holds several industry certifications, including Series 66, Series 63, Series 10 and Series 7.

Firm Information

Julie Osysko 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 Osysko’s Registration & Firm History

GA

09/18/2015 - Present

PFS Investments Inc. (DULUTH GA)

GA

03/22/2007 - 02/04/2014

SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)

GA

06/27/2005 - 03/15/2007

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

GA

02/28/2002 - 06/30/2005

SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)

TN

11/18/1999 - 02/28/2002

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

NY

03/01/1999 - 11/23/1999

J.C. BRADFORD & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/07/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/05/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/20/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Julie Muse Osysko. Review regulatory record here.
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