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Linda Jeanette Ferrer

PFS Investments Inc.

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About Linda Jeanette Ferrer

Linda Jeanette Ferrer is a financial professional with over a decade of experience in the industry. Linda began her career at PFS Investments Inc. in 2006 and has also worked with AXA Advisors, LLC, Citizens Securities, Inc., LPL Financial LLC and UVEST Financial Services Group, Inc.. Linda has a strong background in financial planning and portfolio management and is committed to helping clients achieve their financial goals.

Firm Information

Linda Ferrer 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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Linda Ferrer’s Registration & Firm History

SC

03/16/2021 - Present

PFS Investments Inc. (N CHARLESTON SC)

NC

08/08/2016 - 07/12/2018

AXA ADVISORS, LLC (RESEARCH TRIANGLE PARK NC)

NY

11/14/2014 - 09/21/2015

CITIZENS SECURITIES, INC. (E. GREENBUSH NY)

NY

06/14/2010 - 10/14/2014

LPL FINANCIAL LLC (TROY NY)

NY

05/06/2009 - 06/21/2010

UVEST FINANCIAL SERVICES GROUP, INC. (EAST GREENBUSH NY)

GA

08/01/2006 - 03/17/2008

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 04/10/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/08/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Jeanette Ferrer.
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