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Nancy Ifegbunam Okoye

PFS Investments Inc.

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About Nancy Ifegbunam Okoye

Nancy Okoye is a financial professional with over 10 years of experience in the industry. Nancy is currently registered with PFS Investments Inc. and is licensed to offer investment advice in Georgia. Nancy has a strong background in providing portfolio management for individuals. Previously, Nancy has also worked with PFS Investments Inc. in various roles, including locations in Morrow and Douglasville. Nancy has a deep understanding of the financial markets and is committed to providing her clients with the highest level of service and expertise.

Firm Information

Nancy Okoye 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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Nancy Okoye’s Registration & Firm History

GA

01/23/2024 - Present

PFS Investments Inc. (DOUGLASVILLE GA)

GA

01/02/2019 - 12/31/2023

PFS INVESTMENTS INC. (DOUGLASVILLE GA)

GA

01/06/2017 - 12/31/2017

PFS INVESTMENTS INC. (MORROW GA)

GA

01/25/2016 - 12/31/2016

PFS INVESTMENTS INC. (MORROW GA)

GA

12/05/2013 - 12/31/2015

PFS INVESTMENTS INC. (MORROW GA)

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Licenses & Designations

BC

Issued 01/31/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/01/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Nancy Ifegbunam Okoye. Review regulatory record here.
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