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Terry Charles Dickman

PFS Investments Inc.

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About Terry Charles Dickman

Terry Charles Dickman is a financial advisor with PFS Investments Inc. Terry has been in the financial services industry since June 26, 2003. Terry is registered with the state of Wisconsin and several other states. Terry is also registered with FINRA. Terry specializes in the sale of investment-related products and has a strong background in financial planning.

Firm Information

Terry Dickman 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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Terry Dickman’s Registration & Firm History

WI

01/16/2018 - Present

PFS Investments Inc. (La Crosse WI)

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Licenses & Designations

IA

Issued 12/23/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Charles Dickman.
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