linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Eugene Cooley

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen Eugene Cooley

Stephen Eugene Cooley is a financial advisor with PFS Investments Inc., registered in Wisconsin and Texas. Stephen Cooley is a registered representative and investment advisor representative. He has been in the industry since 1994. Stephen Cooley has been with PFS Investments Inc. since June of 1994. Stephen Cooley has experience in various investment-related products and services, including variable life insurance and annuity products. Stephen Cooley is also affiliated with Primerica Financial Services, a company that provides financial services, including life insurance, mutual funds, and debt management. Stephen Cooley is a member of the National Association of Securities Dealers, Inc. (NASD) and the Financial Industry Regulatory Authority (FINRA).

Firm Information

Stephen Cooley 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.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Cooley’s Registration & Firm History

WI

06/18/2020 - Present

PFS Investments Inc. (MADISON WI)

Not sure if Stephen Eugene Cooley is right for you?

Licenses & Designations

IA

Issued 06/07/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/02/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Eugene Cooley.
Not sure if Stephen Eugene Cooley is right for you?