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Rebecca Korns

Pfs Investments Inc.

New Philadelphia, OH

CRD 4483360

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Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2012-02-17
  • OH RA
    APPROVED
    Since 2012-02-17

Branch Locations

1776 Tech Park Dr Ne Suite 102, New Philadelphia, OH 44663 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services New Philadelphia OH 06/1998 Present
Pfs Investments Inc. New Philadelphia OH 12/2008 Present
Woda Cooper Companies Lodi OH 11/2020 06/2021
Tm & Associates Columbus OH 07/2022 Present
  • 06/1998 → Present
    Primerica Financial Services
    New Philadelphia, OH
  • 12/2008 → Present
    New Philadelphia, OH
  • 11/2020 → 06/2021
    Woda Cooper Companies
    Lodi, OH
  • 07/2022 → Present
    Tm & Associates
    Columbus, OH
Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. 11/2018-Present; Door Dash; Self Employed/Driver Homes by NTS, LLC, Not Investment Related, 1016 Dogwood Ave. N. Canton, OH 44720, Real Estate Investing, Owner, April 2019 to present, 20 hours per month, but none during securities trading hours, real estate investing and flipping

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-11-15
  • S63 Uniform Securities Agent State Law Examination
    2012-11-15
Other Names
  • Rebecca Lenae Miller
  • Rebecca Lenae Miller
  • Rebecca Lenae Korns

View on SEC IAPD

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