Pfs Investments Inc
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About this Advisor
Marie Wilson is a financial advisor operating out of Copiague, New York with a total of 2 years of industry experience. Wilson works at Pfs Investments Inc. Wilson has gained experience at Primerica Financial Services and Pfs Investments Inc. Wilson holds a Series 63 license, qualifying them as a securities agent, and is registered to operate in New York. Pfs Investments Inc is a registered investment company based in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 employees. It manages $7 billion in assets across its 56,552 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 36 charitable organizations. Of its 56,552 customer accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets. The firm offers portfolio management for individuals and small businesses. Financial advisory fee schedules are based on which service is offered. Fee types charged 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
Marie Wilson Work History
Marie has been registered as a financial advisor for 2 years.*
Primerica Financial Services
Pfs Investments Inc
*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 Marie Wilson 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
West Chester, OH
Clifton Park, NY
Sugar Grove, PA
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 email@example.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.