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Timothy Jon Dreier

PFS Investments Inc.

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About Timothy Jon Dreier

Timothy Dreier is an investment advisor representative with PFS Investments Inc. Timothy has been in the securities industry since 2007. Timothy is registered with the state of Minnesota as an Investment Advisor Representative and a Registered Representative. Timothy has a Series 6, 63, 26 and 65 license. Timothy is also registered with the state of Michigan, Wisconsin and Minnesota. Timothy has a total of 3 approved state registrations, 1 approved SRO registration and 1 approved FINRA registration. Timothy is licensed to offer investment products in the state of Minnesota and works in the Arlington, Minnesota office.

Firm Information

Timothy Dreier 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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Timothy Dreier’s Registration & Firm History

MN

08/12/2021 - Present

PFS Investments Inc. (ARLINGTON MN)

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Licenses & Designations

IA

Issued 07/30/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/14/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Jon Dreier.
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