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Rebecca West

PFS Investments Inc.

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About Rebecca West

Rebecca West is a financial professional with PFS Investments Inc. Rebecca has been in the industry since 2018. Rebecca holds the Series 6, Series 63 and SIE licenses. Rebecca is registered to provide investment advice in Delaware, New Jersey and New York. Rebecca is located in Oakland, New Jersey and is a financial advisor specializing in Portfolio Management for Individuals.

Firm Information

Rebecca West 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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Rebecca West’s Registration & Firm History

NJ

07/12/2018 - Present

PFS Investments Inc. (OAKLAND NJ)

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Licenses & Designations

BC

Issued 07/31/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rebecca West.
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