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Michael W Miller

PFS Investments Inc.

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About Michael W Miller

Michael Miller is an active representative of PFS Investments Inc. Michael has been in the securities industry since May 25, 2008. Michael has successfully passed the Series 6, Series 7, Series 63, and Series 6TO exams and the SIE exam. Michael has worked at PFS Investments Inc. since January 13, 2016. Michael has also worked at Lazard Frères & Co. LLC, PSCO International Distributors LTD. LLC, and NYLIFE Securities Inc. Michael has extensive experience and knowledge in the financial services industry.

Firm Information

Michael Miller 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 Miller’s Registration & Firm History

GA

01/13/2016 - Present

PFS Investments Inc. (DULUTH GA)

NY

09/09/2008 - 10/07/2015

LAZARD FRERES & CO. LLC (NEW YORK NY)

CT

05/12/2004 - 08/10/2004

PSCO INTERNATIONAL DISTRIBUTORS LTD. LLC (STAMFORD CT)

NY

02/21/2002 - 06/12/2002

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/27/2002

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 09/08/2008

Series 7 - General Securities Representative Examination

BC

Issued 02/20/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael W Miller.
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