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Stephen Mark Pepmeyer

PFS Investments Inc.

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About Stephen Mark Pepmeyer

Stephen Mark Pepmeyer is a registered investment advisor representative with PFS Investments Inc., working out of the Pittsburgh branch office. Stephen Pepmeyer has been in the financial services industry since 1985. Stephen Pepmeyer is a Series 6, Series 63, Series 26 and SIE licensed professional, and is registered with the states of Ohio, Pennsylvania and West Virginia. Stephen Pepmeyer offers financial and investment advice to individuals, corporations, and charitable organizations.

Firm Information

Stephen Pepmeyer 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 Pepmeyer’s Registration & Firm History

PA

08/24/2011 - Present

PFS Investments Inc. (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 05/24/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/19/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stephen Mark Pepmeyer. Review regulatory record here.
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