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Tina Lee Olsen-gregory

PFS Investments Inc.

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About Tina Lee Olsen-gregory

Tina Olsen-gregory is a registered representative with PFS Investments Inc. Tina has been in the industry since 2000 and has experience in securities and investment advisory services. Tina has been registered with the following firms: Nationwide Securities, LLC, Securities Management & Research, Inc., Waddell & Reed, Inc., and PFS Investments Inc. Tina is licensed in California, Colorado, and Nevada. Tina's office is located in Riverside, California.

Firm Information

Tina Olsen-gregory 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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Tina Olsen-gregory’s Registration & Firm History

CA

09/13/2021 - Present

PFS Investments Inc. (RIVERSIDE CA)

CA

09/22/2005 - 04/04/2016

NATIONWIDE SECURITIES, LLC (RIVERSIDE CA)

IA

03/01/2004 - 08/02/2005

SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)

KS

09/25/2000 - 01/15/2004

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 11/14/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tina Lee Olsen-gregory.
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