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Sean M O connell

PFS Investments Inc.

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About Sean M O connell

Sean O'Connell is a financial advisor with PFS Investments Inc. Sean has been in the financial services industry since 2010. Sean is registered with the state of Georgia as a broker-dealer and investment advisor. Sean holds the Series 6, Series 63, Series 65 and Series 26 securities licenses. Sean has a strong background in financial planning and investment management. Sean specializes in working with individuals, families, and businesses. Sean is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs. Sean is a member of the PFS Investments Inc. team, which has been serving clients in Georgia and across the country for over 30 years.

Firm Information

Sean O connell 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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Sean O connell’s Registration & Firm History

GA

01/11/2023 - Present

PFS Investments Inc. (WATKINSVILLE GA)

GA

01/27/2010 - 12/31/2022

PFS INVESTMENTS INC. (ATHENS GA)

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Licenses & Designations

IA

Issued 10/31/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/26/2019

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean M O connell.
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