Pfs Investments Inc
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About this Advisor
Bradley Geltzer is a financial advisor working in Orlando, Florida with 2 years of relevant experience. Geltzer currently works for Pfs Investments Inc. Over the course of their career, they have held roles at Cetera Advisors LLC, Lpl Financial, Mid Florida Credit Union, Regions Bank, Cetera Investment Advisors LLC, Cetera Investment Services LLC, Primerica Financial Services, Pfs Investments Inc, Sii and Freedom Financial Group, LLC. Geltzer holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Pfs Investments Inc is a firm based out of Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 financial advisors. It has $7 billion in assets under management among its 56,552 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 36 charities and foundations. Of its 56,552 client accounts, just 1% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers portfolio management for individuals and small businesses. Financial management fee schedules are based on which services are provided. Fees billed by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
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Pfs Investments Inc Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Bradley Geltzer Work History
Bradley has been registered as a financial advisor for 2 years.*
Primerica Financial Services
Pfs Investments Inc
Cetera Investment Advisors LLC
Cetera Investment Services LLC
Freedom Financial Group, LLC
Mid Florida Credit Union
Cetera Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Bradley Geltzer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Primerica Advisors
Valley Stream, NY
Clifton Park, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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