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Nathan Klevit

PFS Investments Inc.

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About Nathan Klevit

Nathan Klevit is a financial professional with over 20 years of experience in the industry. Nathan is currently registered with PFS Investments Inc. Nathan has worked for a number of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, E*TRADE Securities LLC, VALIC Financial Advisors, Inc., and The Vanguard Group, Inc. Nathan specializes in providing portfolio management for individuals.

Firm Information

Nathan Klevit 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 Klevit’s Registration & Firm History

PA

08/17/2021 - Present

PFS Investments Inc. (CHALFONT PA)

NJ

08/11/2020 - 04/07/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

PA

03/07/2019 - 07/09/2020

E*TRADE SECURITIES LLC (KING OF PRUSSIA PA)

NJ

11/30/2017 - 03/25/2019

VALIC FINANCIAL ADVISORS, INC. (BERKELEY HEIGHTS NJ)

PA

05/13/2014 - 11/24/2017

VANGUARD MARKETING CORPORATION (MALVERN PA)

PA

10/30/2000 - 05/18/2012

PFS INVESTMENTS INC. (FORT WASHINGTON PA)

NA

01/18/1989 - 09/17/1990

H. C. COPELAND AND ASSOCIATES EQUITIES, INC.

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Licenses & Designations

IA

Issued 12/22/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2014

Series 7 - General Securities Representative Examination

BC

Issued 10/27/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Klevit.
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