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Nathan Allen Sitzema

PFS Investments Inc.

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About Nathan Allen Sitzema

Nathan Sitzema is a registered investment advisor representative with PFS Investments Inc. Nathan has been in the industry since March 31, 2019. Nathan is licensed to offer securities and investment advisory services in the following states: Illinois, Indiana, Maryland, Michigan. Nathan holds the Series 63, Series 65, Series 6TO and SIE securities licenses. Nathan's current location is in the Grand Rapids, MI office of PFS Investments Inc. Nathan specializes in providing financial planning and portfolio management services to individuals. PFS Investments Inc. offers investment advisory services to individuals, corporations, high-net-worth individuals, and charitable organizations. The firm's main office is located in Duluth, GA.

Firm Information

Nathan Sitzema 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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Nathan Sitzema’s Registration & Firm History

MI

02/19/2024 - Present

PFS Investments Inc. (GRAND RAPIDS MI)

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Licenses & Designations

IA

Issued 09/02/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/23/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2019

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

BC

Issued 10/11/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Allen Sitzema.
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