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Mary Ann Meola

PFS Investments Inc.

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About Mary Ann Meola

Mary Ann Meola is a registered representative with PFS Investments Inc. based in GREENSBORO, NC. Mary Ann is a veteran in the industry, having started her career in 1997 with Primerica Financial Services. Mary Ann holds licenses in several states, including New York, Florida, Oklahoma, and Pennsylvania, and is a licensed investment advisor representative in New York. Mary Ann provides portfolio management services for individuals, as well as financial planning. Mary Ann is an active member of the industry and has participated in several industry activities. Mary Ann has held a number of leadership positions within the company, including managing partner and president of her firm. Mary Ann is committed to providing her clients with the highest level of service and is dedicated to helping them achieve their financial goals.

Firm Information

Mary Meola 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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Mary Meola’s Registration & Firm History

NC

08/03/2021 - Present

PFS Investments Inc. (GREENSBORO NC)

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Licenses & Designations

BC

Issued 06/22/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Ann Meola.
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