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Sandra Dee Mizee

PFS Investments Inc.

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About Sandra Dee Mizee

Sandra Dee Mizee is a registered representative with PFS Investments Inc. Sandra has been in the financial industry since February 2006. Sandra is licensed to sell securities in Oregon and Washington. Sandra holds the Series 6, Series 26 and Series 63 licenses. Sandra is also licensed to sell investment company products and variable contracts. Sandra has a branch office in Tigard, OR.

Firm Information

Sandra Mizee 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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Sandra Mizee’s Registration & Firm History

OR

02/08/2006 - Present

PFS Investments Inc. (TIGARD OR)

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Licenses & Designations

BC

Issued 02/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/17/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Sandra Dee Mizee. Review regulatory record here.
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