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Stephanie Marie Dormann

PFS Investments Inc.

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About Stephanie Marie Dormann

Stephanie Marie Dormann is a registered representative with PFS Investments Inc. Stephanie has been in the securities industry since 2000 and is licensed in 22 states and the District of Columbia. She is registered to provide investment advice in Washington and Texas. Stephanie Dormann has a broad range of investment experience, having worked in the financial services industry for over 23 years. Stephanie's focus is on providing investment advice and portfolio management services to individuals and businesses. She is a member of the Hub Senior Center board and treasurer. Stephanie is committed to providing her clients with personalized financial guidance and helping them achieve their financial goals.

Firm Information

Stephanie Dormann 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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Stephanie Dormann’s Registration & Firm History

WA

08/19/2011 - Present

PFS Investments Inc. (BELFAIR WA)

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Licenses & Designations

IA

Issued 03/14/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Marie Dormann.
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