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Paul Samuel Grant

PFS Investments Inc.

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About Paul Samuel Grant

Paul Samuel Grant is a financial advisor with PFS Investments Inc. in VALLEY STREAM, NY. Paul is registered in NY and TX as an investment advisor representative. Paul also has a Series 63, Series 65 and Series 26 license. In addition to working as an investment advisor, Paul has experience in the sales of investment-related products, part-time or full-time, for companies affiliated with PFS Investments Inc. Paul may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (A co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home-related services.

Firm Information

Paul Grant 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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Paul Grant’s Registration & Firm History

NY

01/17/2025 - Present

PFS Investments Inc. (VALLEY STREAM NY)

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Licenses & Designations

IA

Issued 05/20/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/05/2024

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

BC

Issued 01/08/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Samuel Grant.
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