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Nelida Flynn

PFS Investments Inc.

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About Nelida Flynn

Nelida Flynn is a registered representative with PFS Investments Inc. Nelida has been in the industry since December 2006 and is currently licensed in 22 states. Nelida has a Series 6, Series 26, and Series 63 license. Nelida's primary office is located in Farmingdale, NY. PFS Investments Inc. provides investment advisory services to a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. The firm's primary focus is on providing investment management services to individuals and families. PFS Investments Inc. also offers financial planning services, including retirement planning, college savings planning, and estate planning. Nelida Flynn is dedicated to providing her clients with personalized investment advice and guidance to help them reach their financial goals.

Firm Information

Nelida Flynn 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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Nelida Flynn’s Registration & Firm History

NY

03/22/2019 - Present

PFS Investments Inc. (FARMINGDALE NY)

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Licenses & Designations

BC

Issued 01/12/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/11/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nelida Flynn.
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