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Thomas John Knoesel

PFS Investments Inc.

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About Thomas John Knoesel

Thomas Knoesel is a financial professional with a wide range of experience in the financial industry. Thomas is registered as an Investment Advisor Representative and has held licenses with the Securities and Exchange Commission. Thomas's current role is as an Investment Advisor Representative with PFS Investments Inc., where he is responsible for providing financial planning and portfolio management services to individuals and families. Thomas has held previous roles with PRIMERICA FINANCIAL SERVICES, SanTom Consolidated Companies, LLC, SUNDIAL BRANDS LLC, and ALOUETTE CHEESE USA. Thomas is committed to providing clients with the highest level of service and personalized financial guidance.

Firm Information

Thomas Knoesel 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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Thomas Knoesel’s Registration & Firm History

NY

10/04/2021 - Present

PFS Investments Inc. (BRIARCLIFF MANOR NY)

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Licenses & Designations

IA

Issued 10/02/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/02/2020

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

BC

Issued 02/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas John Knoesel.
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