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Ramona Valzaine Roberts

PFS Investments Inc.

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About Ramona Valzaine Roberts

Ramona Roberts is an investment professional with PFS Investments Inc. She began her career in the industry on June 6, 2005, and has since accumulated a wealth of experience in the financial field. Ramona has a strong educational background in finance, evidenced by her successful completion of the Series 63, Series 6, Series 26 and SIE exams. Ramona is registered to provide investment advice in Florida. Her primary office is located at 13474 ATLANTIC BLVD, STE 106-E in Jacksonville, Florida. Ramona primarily provides financial advice and portfolio management to high-net-worth individuals, corporations and other businesses and individuals other than high-net-worth clients. Ramona is a valuable asset to PFS Investments Inc. and her clients.

Firm Information

Ramona Roberts 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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Ramona Roberts’s Registration & Firm History

FL

06/06/2005 - Present

PFS Investments Inc. (JACKSONVILLE FL)

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Licenses & Designations

BC

Issued 07/15/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ramona Valzaine Roberts.
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