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Rebeccah Kocak

PFS Investments Inc.

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About Rebeccah Kocak

Rebeccah Kocak is a financial professional with over 19 years of experience in the financial services industry. Rebeccah is currently registered with PFS Investments Inc. and is located in Londonderry, New Hampshire. Prior to joining PFS Investments Inc., Rebeccah worked at GWFS Equities, INC., Putnam Retail Management Limited Partnership, ADP Broker-Dealer, INC., Scudder Distributors, INC., Scudder Investor Services, INC., and Epsilon Management Services, INC.. Rebeccah holds a Series 6, 7, 63, and 65 licenses. Rebeccah specializes in providing portfolio management for individuals.

Firm Information

Rebeccah Kocak 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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Rebeccah Kocak’s Registration & Firm History

NH

04/23/2020 - Present

PFS Investments Inc. (LONDONDERRY NH)

MA

01/02/2015 - 05/03/2018

GWFS EQUITIES, INC. (ANDOVER MA)

MA

05/12/2014 - 01/02/2015

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

NJ

05/30/2003 - 02/18/2009

ADP BROKER-DEALER, INC. (ROSELAND NJ)

IL

10/19/2001 - 05/30/2003

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

NY

01/18/2000 - 10/19/2001

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

MA

03/31/1998 - 01/05/2000

EPSILON MANAGEMENT SERVICES, INC. (WELLESLEY MA)

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Licenses & Designations

BC

Issued 06/30/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/23/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2014

Series 7 - General Securities Representative Examination

BC

Issued 03/30/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rebeccah Kocak.
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