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Monica Ramirez Onisick

PFS Investments Inc.

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About Monica Ramirez Onisick

Firm Information

Monica Onisick is currently registered with PFS Investments Inc.. Pfs Investments INC. is a Corporation registered as an investment advisor since 1981. They provide investment advice to individuals, high-net-worth individuals, corporations, and charitable organizations. They are headquartered in Duluth, Georgia and have over 3,500 licensed agents and investment advisor representatives across the United States. They manage over $8.4 billion in assets and participate in wrap fee programs.
PFS Investments Inc.

7955 NW 12TH ST

MIAMI, FL 33126

$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 6/13/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/2/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/17/2005

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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