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Kelly Rae Prusz

PFS Investments Inc.

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About Kelly Rae Prusz

Kelly Rae Prusz is a registered investment advisor representative with PFS Investments Inc., a company based in Duluth, Georgia. Kelly is a highly experienced professional with over 20 years of experience in the financial services industry. Kelly has held positions at several prominent firms, including Capital Financial Services, Inc., and Legacy Financial Services. Kelly specializes in providing comprehensive financial planning and portfolio management services to individuals, families, and businesses. Kelly is committed to helping clients achieve their financial goals and building long-term relationships with them.

Firm Information

Kelly Prusz 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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Kelly Prusz’s Registration & Firm History

OR

04/01/2024 - Present

PFS Investments Inc. (EUGENE OR)

OR

03/09/2017 - 02/13/2018

CAPITAL FINANCIAL SERVICES, INC. (EUGENE OR)

OR

05/17/2011 - 02/14/2017

PFS INVESTMENTS INC. (EUGENE OR)

OR

09/12/2002 - 12/31/2010

PFS INVESTMENTS INC. (EUGENE OR)

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Licenses & Designations

IA

Issued 01/29/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/04/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Rae Prusz.
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