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Penelope Pack

PFS Investments Inc.

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About Penelope Pack

Penelope Pack is a financial professional with over 9 years of experience in the industry. Penelope has been registered with PFS Investments Inc. since April 2014. She is a registered representative and investment advisor representative with PFS Investments Inc., currently holding registrations in Wisconsin and Texas. Penelope has earned both Series 6 and Series 63 licenses, as well as the SIE and Series 65 licenses, and has a strong commitment to providing clients with personalized financial advice and services. She holds current Series 6 and 63 registrations in multiple states including Illinois, Indiana, Ohio, Pennsylvania, Texas, Virginia, and Wisconsin. In addition to her work at PFS Investments Inc., Penelope may also receive compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for referrals of home security and automation products.

Firm Information

Penelope Pack 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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Penelope Pack’s Registration & Firm History

WI

01/22/2020 - Present

PFS Investments Inc. (MADISON WI)

WI

04/08/2014 - 12/31/2019

PFS INVESTMENTS INC. (MADISON WI)

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Licenses & Designations

IA

Issued 01/31/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/05/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Penelope Pack.
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