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Stacy Lyn Sitzema

PFS Investments Inc.

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About Stacy Lyn Sitzema

Stacy Lyn Sitzema is a registered investment advisor representative with PFS Investments Inc. She has been in the industry since April 2002. Stacy is licensed in multiple states and holds several industry certifications. In addition to her work with PFS Investments Inc., Stacy also works with Primerica Financial Services. She is dedicated to providing financial guidance and investment management services to individuals, families, and businesses.

Firm Information

Stacy Sitzema 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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Stacy Sitzema’s Registration & Firm History

MI

01/11/2016 - Present

PFS Investments Inc. (GRAND RAPIDS MI)

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Licenses & Designations

IA

Issued 11/24/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/30/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacy Lyn Sitzema.
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