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Madeline Morales

PFS Investments Inc.

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About Madeline Morales

Madeline Morales is a registered representative with PFS Investments Inc. Madeline is registered to provide investment advice in Florida and has been in the industry since November 23, 2002. Madeline is licensed to provide investment advice in the state of Florida and is also registered with FINRA. Madeline has passed the SIE, Series 6, Series 63, and Series 65 exams. PFS Investments Inc. is a Registered Investment Advisor with offices in Duluth, GA, and Sunrise, FL.

Firm Information

Madeline Morales 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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Madeline Morales’s Registration & Firm History

FL

10/14/2020 - Present

PFS Investments Inc. (SUNRISE FL)

FL

09/25/2002 - 12/31/2010

PFS INVESTMENTS INC. (MARGATE FL)

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Licenses & Designations

BC

Issued 10/14/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/02/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Madeline Morales.
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