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Nicholas Eilert

PFS Investments Inc.

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About Nicholas Eilert

Nicholas Eilert is a financial advisor who has been in the industry since 2023. Nicholas is currently registered as a representative of PFS Investments Inc. in Kansas and California. Nicholas's office location is 721 Nevada St, Ste 301, REDLANDS, CA 92373. Nicholas has also held previous positions with Primerica Financial Services, Dillons, HyVee, Eilert Farms, KSU Housing, Uber, Kansas State University, Conception Seminary College, and Got R Covered. Nicholas is a Series 63, 65, and 26 licensed professional.

Firm Information

Nicholas Eilert is currently registered with PFS Investments Inc.. PFS Investments Inc., a corporation formed in 1981, is an investment advisor with a primary office in Duluth, GA. The firm offers portfolio management services to individuals and provides advisory services in 53 states, as well as at the federal level. PFS Investments manages approximately $8.46 billion in assets for over 59,800 clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
PFS Investments Inc.

721 NEVADA ST

REDLANDS, CA 92373

$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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Nicholas Eilert’s Registration & Firm History

CA

12/22/2023 - Present

PFS Investments Inc. (REDLANDS CA)

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Licenses & Designations

IA

Issued 11/28/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 5/15/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 6/28/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 5/5/2023

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

BC

Issued 3/31/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Eilert.
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