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Monica Ramirez Onisick

PFS Investments Inc.

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About Monica Ramirez Onisick

Monica Ramirez Onisick is a financial advisor with PFS Investments Inc. Monica has been working in the financial industry since 2005. Monica has a broad range of experience in the financial industry, having worked with firms such as Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC and Wells Fargo Securities, LLC. Monica holds a Series 7, Series 52TO and a Series 63 license. Monica works with a diverse client base including individuals, corporations, and charitable organizations.

Firm Information

Monica Onisick 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 Onisick’s Registration & Firm History

FL

03/27/2024 - Present

PFS Investments Inc. (MIAMI FL)

FL

11/19/2021 - 07/26/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (MIAMI FL)

FL

07/30/2018 - 10/08/2021

WELLS FARGO CLEARING SERVICES, LLC (CORAL GABLES FL)

FL

03/08/2017 - 07/27/2018

DINOSAUR FINANCIAL GROUP, L.L.C (MIAMI FL)

FL

11/17/2015 - 11/07/2016

GUZMAN & COMPANY (CORAL GABLES FL)

FL

08/05/2015 - 11/17/2015

AEGIS CAPITAL CORP. (MIAMI FL)

FL

04/26/2011 - 10/31/2014

NOMURA SECURITIES INTERNATIONAL, INC. (MIAMI FL)

FL

10/07/2009 - 05/03/2011

WELLS FARGO SECURITIES, LLC (MIAMI FL)

NC

05/18/2005 - 11/19/2007

WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 06/13/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Monica Ramirez Onisick. Review regulatory record here.
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