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Matthew G Wagner

PFS Investments Inc.

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About Matthew G Wagner

Matthew Wagner is a financial professional with over 15 years of experience in the industry. Matthew is currently registered with PFS Investments Inc. as a Registered Representative and Investment Advisor Representative in the state of Indiana and holds Series 6, 63, and SIE licenses. Matthew's primary focus is on providing portfolio management for individuals. Previously, Matthew worked at PFS Investments Inc. in various roles, including in Livonia, MI and Troy, MI. Matthew's experience and expertise make him a valuable resource for clients seeking financial guidance and investment management services.

Firm Information

Matthew Wagner 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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Matthew Wagner’s Registration & Firm History

MI

06/14/2022 - Present

PFS Investments Inc. (HIGHLAND MI)

MI

01/15/2020 - 12/03/2021

PFS INVESTMENTS INC. (TROY MI)

MI

04/18/2017 - 12/31/2019

PFS INVESTMENTS INC. (MILFORD MI)

MI

10/05/2012 - 02/19/2016

PFS INVESTMENTS INC. (LIVONIA MI)

MI

09/07/2007 - 10/19/2010

PFS INVESTMENTS INC. (TROY MI)

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Licenses & Designations

BC

Issued 08/17/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew G Wagner.
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