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Pamela Marie Leist

PFS Investments Inc.

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About Pamela Marie Leist

Pamela Leist is an investment advisor representative, working with PFS Investments Inc. Pamela has been in the financial services industry since 2004 and is licensed to operate in Michigan, Nevada, New Mexico, and Texas. Pamela is a Series 6 and Series 63 license holder. In addition to securities licenses, Pamela is also a Series 26 licensed principal. Pamela has several previous affiliations with Primerica Financial Services, Matheson Heating & Air Conditioning, Master Craft Carpets, Inc. and The Hub Stadium. In addition to PFS Investments Inc., Pamela may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.

Firm Information

Pamela Leist 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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Pamela Leist’s Registration & Firm History

MI

09/28/2021 - Present

PFS Investments Inc. (FARMINGTON HILLS MI)

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Licenses & Designations

IA

Issued 08/30/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/13/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pamela Marie Leist.
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