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Stephen John Adams

PFS Investments Inc.

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About Stephen John Adams

Stephen Adams is an Investment Advisor Representative with PFS Investments Inc. Stephen has been in the financial services industry for over 10 years and is registered to provide financial advice in Michigan. Stephen specializes in portfolio management for individuals. Stephen can help with your financial planning needs, particularly those related to your retirement and investment goals. He has a comprehensive understanding of investment products and services, and can provide you with the personalized guidance you need to make informed financial decisions. Stephen is committed to providing his clients with the highest level of service and support.

Firm Information

Stephen Adams 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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Stephen Adams’s Registration & Firm History

FL

08/17/2023 - Present

PFS Investments Inc. (FORT MYERS FL)

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Licenses & Designations

IA

Issued 07/25/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/14/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/29/2022

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

BC

Issued 11/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen John Adams.
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