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Michelle Claire Lebeau

PFS Investments Inc.

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About Michelle Claire Lebeau

Michelle Lebeau is a registered representative with PFS Investments Inc. Michelle has been in the financial services industry for over 30 years, starting her career in 1993. Michelle holds both Series 6 and Series 63 licenses, and her primary areas of focus are in investment company products and variable contracts. She is a member of the FINRA and is registered in both Massachusetts and Rhode Island. Michelle currently works out of the PFS Investments Inc. branch office in North Providence, Rhode Island.

Firm Information

Michelle Lebeau 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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Michelle Lebeau’s Registration & Firm History

RI

08/03/1993 - Present

PFS Investments Inc. (NORTH PROVIDENCE RI)

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Licenses & Designations

BC

Issued 07/01/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Claire Lebeau.
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