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GS

George Szele

PFS INVESTMENTS
LOUISVILLE, KY 40223
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CRD#: 2375429
GS
George SzelePFS INVESTMENTS

Professional summary

George Szele, who also goes by George Bela Szele, George Szele, is a registered financial professional currently at PFS INVESTMENTS INC. located in Louisville, Kentucky.

George is registered as a RR (Registered Representative) and started their career in finance in 2011. George has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 3 exams.

Aliases

George Bela Szele | George Szele

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view George Szele's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 12, 2026 - Present

PFS INVESTMENTS INC.

Office #1: 13293 O'bannon Station Way, Louisville, KY 40223
RIA
BD
CRD#: 10111
LOUISVILLE, KY
Past

September 4, 2019 - March 16, 2021

PALLADIUM CAPITAL GROUP, LLC

BD
CRD#: 129400
NEW YORK, NY
Past

July 18, 2018 - April 22, 2019

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
STAMFORD, CT
Past

January 3, 2018 - April 22, 2019

OPPENHEIMER & CO. INC.

BD
CRD#: 249
STAMFORD, CT
Past

July 9, 2013 - January 3, 2018

MERIT SECURITIES, LLC

BD
CRD#: 165470
GIG HARBOR, WA
Past

March 1, 2011 - May 28, 2013

INTERACTIVE BROKERS CORP.

BD
CRD#: 117942
GREENWICH, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PFS INVESTMENTS INC.
BLUE MOUNTAIN FINANCIAL GROUP | TORCHLIGHT FINANCIAL GROUP | SWOPE FINANCIAL PARTNERS | SHEPPARD FINANCIAL GROUP | PRIMEVISION FINANCIAL GROUP | PRIMERICA ADVISORS | PFS INVESTMENTS INC. | NEWMAN FINANCIAL GROUP | LOE FINANICAL GROUP | LASHNER FINANCIAL GROUP | LANDMARK FINANCIAL GROUP | KELLER FINANCIAL ASSOCIATES | FIRST AMERICAN NATIONAL SECURITIES, INC. | E.H.R. FINANCIAL GROUP | DRAKE FINANCIAL GROUP | DIEHL FINANCIAL GROUP | DEEVERS AND SONS | CMJ FINANCIAL GROUP | CASTLEROCK FINANCIAL GROUP | BOHANNAN FINANCIAL

CRD#: 10111 / SEC#: 801-72263, 8-26486

RIA
Registered Investment Advisory firm - SEC (5/6/2011 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 7/17/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/29/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/27/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/28/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 7/1/1993
National Commodity Futures Examination
SRO Registrations
RR
FINRA

Current Firm

PI
PFS INVESTMENTS INC.
BLUE MOUNTAIN FINANCIAL GROUP | TORCHLIGHT FINANCIAL GROUP | SWOPE FINANCIAL PARTNERS | SHEPPARD FINANCIAL GROUP | PRIMEVISION FINANCIAL GROUP | PRIMERICA ADVISORS | PFS INVESTMENTS INC. | NEWMAN FINANCIAL GROUP | LOE FINANICAL GROUP | LASHNER FINANCIAL GROUP | LANDMARK FINANCIAL GROUP | KELLER FINANCIAL ASSOCIATES | FIRST AMERICAN NATIONAL SECURITIES, INC. | E.H.R. FINANCIAL GROUP | DRAKE FINANCIAL GROUP | DIEHL FINANCIAL GROUP | DEEVERS AND SONS | CMJ FINANCIAL GROUP | CASTLEROCK FINANCIAL GROUP | BOHANNAN FINANCIAL

CRD#: 10111 / SEC#: 801-72263, 8-26486

RIA
Registered Investment Advisory firm - SEC (5/6/2011 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
1 Primerica Parkway, Duluth, GA 30099-0001
Mailing Address
1 Primerica Parkway, Duluth, GA 30099-0001
Phone number
(770) 381-1000
Established
Georgia since 07/07/1981
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
3,762

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

PRIMERICA ADVISORS LIFETIME INVESTMENT PROGRAM (4/18/2025)

Direct owners and executive officers

NamePositionCRD#
PRIMERICA FINANCE CORPORATIONDIRECT OWNER
COLEY, DASIA DEBORAHVICE PRESIDENT AND CHIEF FINANCIAL OFFICER6760291
JENDUSA, NICHOLAS ADAMEXECUTIVE VICE PRESIDENT6037365
LESUTIS, MICHAELSENIOR VICE PRESIDENT & CHIEF COUNSEL4751250
MILLER, DEBORAH LYNNEXECUTIVE VICE PRESIDENT3036949
NEMETZ, WILLIAM JAMESDIRECTOR; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER4589878
REGARD, PAUL ETIENNEPRESIDENT, DIRECTOR AND CHIEF EXECUTIVE OFFICER2448671
RIVET, LORI ALLISONEXECUTIVE VICE PRESIDENT4496273
SUKIN, KAREN LYNNEXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL6292138
WEIGLE, BRIAN STEVENDIRECTOR AND EXECUTIVE VICE PRESIDENT4131816
WELLS, MICHAEL KURTEXECUTIVE VICE PRESIDENT & TREASURER5999501
WOODRING, DANIEL AARONEXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER4028705

Regulatory assets under management

Total Number of Accounts70,434
AUM (Assets Under Management)$ 11,156,017,804

Disclosures

Regulatory Event22
Arbitration2
Bond2

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/14/2026
Cover Page
Report
01/26/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PFS INVESTMENTS INC.

CRD#: 10111Louisville, KY 40223

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