linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Paul H Self

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Paul? Claim Your Profile

About Paul H Self

Paul Self has been in the financial industry since 2008. Paul is currently a registered representative with PFS Investments Inc. and has been registered with them since June 2013. Paul is also a Registered Investment Advisor (RIA) in Florida. Prior to joining PFS Investments Inc., Paul was a registered representative with Raymond James & Associates, Inc. Paul has earned a Series 66, Series 24, Series 55, and Series 7. Paul is currently offering investment related products for companies affiliated with PFS Investments Inc., and non-investment related compensation for mortgage products. Paul has experience working with corporations, high net worth individuals and other individuals.

Firm Information

Paul Self 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.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Paul Self’s Registration & Firm History

FL

06/07/2013 - Present

PFS Investments Inc. (CLEARWATER FL)

FL

12/03/2007 - 12/12/2011

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

Not sure if Paul H Self is right for you?

Licenses & Designations

BOTH

Issued 05/10/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/12/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2011

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/29/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul H Self.
Not sure if Paul H Self is right for you?