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Timeka Lynn Woods

PFS Investments Inc.

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About Timeka Lynn Woods

Timeka Woods is a registered investment advisor representative with PFS Investments Inc., based in BEACHWOOD, OH. Timeka has been in the financial services industry since 2001. Timeka has passed the Series 63, Series 6, Series 26, and SIE exams. Timeka Woods is registered with the state of Ohio. Timeka is also associated with Primerica Financial Services, PFS Investments Inc., and E.F. Boyd & Son Funeral Home. Timeka Woods may receive compensation from other companies affiliated with PFS Investments Inc. Timeka may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products, as well as other home-related services.

Firm Information

Timeka Woods 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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Timeka Woods’s Registration & Firm History

OH

01/25/2023 - Present

PFS Investments Inc. (BEACHWOOD OH)

OH

02/15/2019 - 12/31/2022

PFS INVESTMENTS INC. (BEACHWOOD OH)

OH

09/01/2018 - 12/31/2018

PFS INVESTMENTS INC. (SOUTH EUCLID OH)

OH

04/09/2001 - 12/31/2011

PFS INVESTMENTS INC. (SOUTH EUCLID OH)

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Licenses & Designations

BC

Issued 09/07/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/22/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Timeka Lynn Woods. Review regulatory record here.
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