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Sylvia Ng

PFS Investments Inc.

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About Sylvia Ng

Sylvia Ng is an investment advisor representative who has been active in the industry since February 28, 2004. Currently, Sylvia Ng is registered with PFS Investments Inc., a firm that provides investment advice to individuals and other entities. Sylvia Ng’s previous experience includes working with American Trust Investment Services, Inc., Hold Brothers On-Line Investment Services L.L.C., Beach Securities Corporation, First New York Securities L.L.C. and Donaldson, Lufkin & Jenrette Securities Corporation. Sylvia Ng is a licensed investment advisor representative in the state of New York.

Firm Information

Sylvia Ng 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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Sylvia Ng’s Registration & Firm History

NY

06/26/2015 - Present

PFS Investments Inc. (NEW YORK NY)

IN

10/26/2011 - 06/26/2013

AMERICAN TRUST INVESTMENT SERVICES, INC. (WHITING IN)

NY

05/28/2008 - 11/24/2009

HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)

NY

10/19/2000 - 06/29/2006

BEACH SECURITIES CORPORATION (NEW YORK NY)

NY

04/24/1999 - 10/05/1999

FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)

NJ

04/16/1997 - 04/19/1999

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 08/26/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/15/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sylvia Ng.
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