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Monica Alsobrook

PFS Investments Inc.

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About Monica Alsobrook

Monica Alsobrook is a financial advisor with PFS Investments Inc. Monica has been in the financial services industry since 1999 and holds a Series 7, 6, 63, 24 and SIE licenses. She is a registered representative in Georgia. Monica has experience with a variety of financial products and services, including investment company products and variable contracts. Monica is dedicated to helping her clients achieve their financial goals.

Firm Information

Monica Alsobrook 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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Monica Alsobrook’s Registration & Firm History

GA

04/02/2021 - Present

PFS Investments Inc. (GRIFFIN GA)

GA

06/26/2000 - 03/25/2004

FSC SECURITIES CORPORATION (ATLANTA GA)

MA

03/10/1999 - 07/30/1999

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

03/10/1999 - 07/30/1999

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/2001

Series 24 - General Securities Principal Examination

BC

Issued 04/02/2021

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

BC

Issued 10/02/2020

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2000

Series 7 - General Securities Representative Examination

BC

Issued 03/09/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Monica Alsobrook. Review regulatory record here.
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