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Kaomi Margaret Frager

PFS Investments Inc.

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About Kaomi Margaret Frager

Kaomi Margaret Frager is a financial advisor with PFS Investments Inc. who has been in the industry since March 10, 2014. Kaomi is licensed to sell securities in Pennsylvania and holds licenses for Series 6, SIE, and Series 63 exams. Kaomi is affiliated with PFS Investments Inc. in Mission Viejo, CA and has been registered with the firm since January 25, 2020. PFS Investments Inc. is headquartered in Duluth, GA and has approximately 8,461,983,895 in assets under management, serving 59,808 clients. PFS Investments Inc. offers a range of advisory services to individuals.

Firm Information

Kaomi Frager 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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Kaomi Frager’s Registration & Firm History

CA

01/25/2020 - Present

PFS Investments Inc. (MISSION VIEJO CA)

NJ

01/21/2019 - 12/31/2019

PFS INVESTMENTS INC. (HASBROUCK HEIGHTS NJ)

NJ

01/26/2017 - 12/31/2017

PFS INVESTMENTS INC. (HASBROUCK HEIGHTS NJ)

NJ

01/27/2016 - 12/31/2016

PFS INVESTMENTS INC. (HASBROUCK HEIGHTS NJ)

NJ

12/06/2012 - 12/31/2015

PFS INVESTMENTS INC. (HASBROUCK HEIGHTS NJ)

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Licenses & Designations

BC

Issued 04/11/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kaomi Margaret Frager.
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