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Poonam Patel chhipwadia

PFS Investments Inc.

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About Poonam Patel chhipwadia

Poonam Patel chhipwadia is a registered representative with PFS Investments Inc. since 2014 and has been active in the financial industry since 2004. Poonam has a variety of licenses and certifications, including the Series 6, Series 63, Series 26 and the SIE exam. Poonam's experience includes serving a wide range of clients, including high net worth individuals, corporations, and charitable organizations. Poonam is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Poonam Patel chhipwadia 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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Poonam Patel chhipwadia’s Registration & Firm History

TX

09/09/2014 - Present

PFS Investments Inc. (AUSTIN TX)

GA

05/21/2008 - 12/31/2008

PFS INVESTMENTS INC. (DULUTH GA)

GA

02/03/2005 - 11/21/2007

PFS INVESTMENTS INC. (DULUTH GA)

GA

06/11/2003 - 12/31/2004

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 06/14/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Poonam Patel chhipwadia.
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