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Michael Breen

PFS Investments Inc.

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About Michael Breen

Michael Breen is a financial advisor at PFS Investments Inc. Michael is located in ALPHARETTA, GA and has been working in the industry since 1998. Michael has a total of 4 registrations, including 1 with FINRA and 1 with the state of Georgia. Michael holds Series 6, SIE and Series 63 licenses. Michael has previously worked at Mutual of America Life Insurance Company, Mutual of America Securities LLC, Securian Financial Services, Inc., Diversified Investors Securities Corp., ADP Broker-Dealer, Inc., and New England Securities.

Firm Information

Michael Breen 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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Michael Breen’s Registration & Firm History

GA

03/05/2021 - Present

PFS Investments Inc. (ALPHARETTA GA)

GA

08/17/2015 - 03/25/2019

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ATLANTA GA)

GA

08/17/2015 - 03/25/2019

MUTUAL OF AMERICA SECURITIES LLC (ATLANTA GA)

MN

08/22/2012 - 01/06/2015

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

GA

08/03/2006 - 07/16/2010

DIVERSIFIED INVESTORS SECURITIES CORP. (ATLANTA GA)

NJ

07/12/1999 - 02/15/2006

ADP BROKER-DEALER, INC. (ROSELAND NJ)

NY

07/15/1993 - 06/08/1999

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/23/1993

Series 63 - Uniform Securities Agent State Law 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 07/14/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Breen.
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