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Matthew Michael Waldorf

PFS Investments Inc.

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About Matthew Michael Waldorf

Matthew Michael Waldorf is a financial advisor with PFS Investments Inc. based in Burr Ridge, Illinois. Matthew Waldorf has been working in the industry since 1994 and holds a Series 63, 65, 7, and 26 licenses. Matthew Waldorf also has a Series 6TO and SIE license. Matthew Waldorf is registered to provide investment advice in Illinois. PFS Investments Inc. is a registered investment advisor that provides financial services to individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and individuals other than high-net-worth. Matthew Waldorf has been with PFS Investments Inc. since August 1996.

Firm Information

Matthew Waldorf 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 Waldorf’s Registration & Firm History

IL

05/02/2017 - Present

PFS Investments Inc. (BURR RIDGE IL)

MI

09/01/1994 - 08/21/1996

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 04/12/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Michael Waldorf.
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