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Sonja Louis

PFS Investments Inc.

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About Sonja Louis

Sonja Louis is a financial advisor who has been in the industry since 2002. Sonja is currently registered with PFS Investments Inc. and has been with the firm since 2012. Previously, Sonja Louis worked for LPL FINANCIAL LLC, ESSEX NATIONAL SECURITIES, INC., PFIC SECURITIES CORPORATION, and FISERV INVESTOR SERVICES, INC. Sonja is licensed to sell securities in several states. Sonja offers financial planning and portfolio management for individuals.

Firm Information

Sonja Louis 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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Sonja Louis’s Registration & Firm History

NY

03/02/2022 - Present

PFS Investments Inc. (BRIARCLIFF MANOR NY)

NY

08/28/2008 - 12/13/2011

LPL FINANCIAL LLC (YONKERS NY)

NY

06/21/2006 - 09/02/2008

ESSEX NATIONAL SECURITIES, INC. (BRONX NY)

NY

10/05/2005 - 06/21/2006

PFIC SECURITIES CORPORATION (BRONX NY)

TX

07/30/2001 - 10/05/2005

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 07/30/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sonja Louis.
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