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Pierre mary Claudel Charles

PFS Investments Inc.

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About Pierre mary Claudel Charles

Pierre mary Claudel Charles is an active financial advisor with a proven track record of success in the financial industry. Pierre mary has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Pierre mary is registered with PFS Investments Inc. and is licensed to sell securities and investment products in Florida.

Firm Information

Pierre mary Charles 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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Pierre mary Charles’s Registration & Firm History

FL

01/28/2020 - Present

PFS Investments Inc. (MIAMI FL)

FL

02/06/2019 - 12/31/2019

PFS INVESTMENTS INC. (MIAMI FL)

FL

05/26/2018 - 12/31/2018

PFS INVESTMENTS INC. (MIAMI FL)

FL

03/29/2016 - 12/31/2016

PFS INVESTMENTS INC. (MIAMI FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Pierre mary Claudel Charles. Review regulatory record here.
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