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Michael Z Foote

PFS Investments Inc.

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About Michael Z Foote

Michael Foote is a financial advisor registered with PFS Investments Inc. Michael has been working in the financial industry since May 2010 and has been with PFS Investments Inc. since April 2010. Michael is licensed to provide investment advice in Oklahoma, Illinois and Missouri. Michael has passed the Series 6, Series 63, Series 65, and SIE exams. Michael is also a co-director of library services at Mid-America Christian University in Oklahoma City.

Firm Information

Michael Foote 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 Foote’s Registration & Firm History

OK

04/04/2023 - Present

PFS Investments Inc. (OKLAHOMA CITY OK)

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Licenses & Designations

IA

Issued 02/23/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2010

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 Z Foote.
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