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Sherri Marie Roundtree

PFS Investments Inc.

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About Sherri Marie Roundtree

Sherri Marie Roundtree is a registered representative and investment advisor representative with PFS Investments Inc. located in CARSON, CA. Sherri has been in the securities industry since September 11, 2022. Her professional experience includes providing financial advice to individuals, corporations and charitable organizations. Sherri holds Series 6, 63, 26 and SIE licenses, and is registered in California, Colorado, Florida, Georgia, Nevada, New Mexico, New York, South Carolina, Texas and Virginia. PFS Investments Inc. is a registered investment advisor with the SEC and has approximately $8.46 billion in assets under management. The firm provides financial planning and portfolio management services to individuals, corporations, and charitable organizations.

Firm Information

Sherri Roundtree 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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Sherri Roundtree’s Registration & Firm History

CA

09/12/2022 - Present

PFS Investments Inc. (CARSON CA)

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Licenses & Designations

BC

Issued 11/11/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/10/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/16/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Sherri Marie Roundtree. Review regulatory record here.
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