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Walter Alfonsus Engelen

PFS Investments Inc.

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About Walter Alfonsus Engelen

Walter Alfonsus Engelen is an investment advisor representative registered with PFS Investments Inc. Walter joined the firm in 2008, and is based in the Frederick, MD office. Walter has a strong background in the industry, with over 30 years of experience. Walter holds the Series 6, SIE and Series 63 licenses. Walter specializes in providing investment advice to individuals. Walter's clients are located in California, District of Columbia, Maryland and Virginia.

Firm Information

Walter Engelen 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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Walter Engelen’s Registration & Firm History

MD

01/03/2008 - Present

PFS Investments Inc. (FREDERICK MD)

GA

11/30/1993 - 12/31/2007

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 12/06/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Walter Alfonsus Engelen. Review regulatory record here.
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