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Wanda Montford-mattocks

PFS Investments Inc.

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About Wanda Montford-mattocks

Wanda Montford-mattocks is a registered representative with PFS Investments Inc. Wanda has been working in the financial industry since March 21, 2017. Wanda is licensed in Maryland, New Mexico, North Carolina and Virginia and specializes in investment company products/variable contracts. Wanda is also registered with FINRA. Wanda has been working with PFS Investments Inc. since December 12, 2017. Previously, Wanda worked with PFS INVESTMENTS INC. in Herndon, VA from April 11, 2012 to December 31, 2012.

Firm Information

Wanda Montford-mattocks 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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Wanda Montford-mattocks’s Registration & Firm History

NC

12/12/2017 - Present

PFS Investments Inc. (RALEIGH NC)

VA

04/11/2012 - 12/31/2012

PFS INVESTMENTS INC. (HERNDON VA)

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Licenses & Designations

BC

Issued 04/07/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Wanda Montford-mattocks. Review regulatory record here.
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