Dasia D. Coley
Professional summary
Dasia Deborah Coley, who also goes by Dasia Coley, Dasia Deborah Spencer, is a registered financial professional currently at PFS INVESTMENTS INC. located in Duluth, Georgia and PRIMERICA BROKERAGE SERVICES, INC. located in Duluth, Georgia.
Dasia is registered as a RR (Registered Representative) and started their career in finance in 2018. Dasia has worked at 2 firms and has passed the Series 99TO, SIE, Series 6 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Dasia Deborah Coley's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 14, 2018 - Present
PFS INVESTMENTS INC.
Office #1: 1 Primerica Parkway, Duluth, GA 30099January 9, 2024 - Present
PRIMERICA BROKERAGE SERVICES, INC.
Office #1: 1 Primerica Parkway, Duluth, GA 30099State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
PRIMERICA BROKERAGE SERVICES, INC.
CRD#: 322250 / SEC#: , 8-70965
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PRIMERICA FINANCE CORPORATION | DIRECT OWNER | |
| COLEY, DASIA DEBORAH | CHIEF FINANCIAL OFFICER / FINOP | 6760291 |
| NEMETZ, WILLIAM JAMES | DIRECTOR, EXECUTIVE VICE PRESIDENT & CHIEF OPERATIONS OFFICER | 4589878 |
| REGARD, PAUL ETIENNE | DIRECTOR, CHIEF EXECUTIVE OFFICER & PRESIDENT | 2448671 |
| WEIGLE, BRIAN STEVEN | DIRECTOR & EXECUTIVE VICE PRESIDENT | 4131816 |
| WELLS, MICHAEL KURT | EXECUTIVE VICE PRESIDENT & TREASURER | 5999501 |
| WOODRING, DANIEL AARON | EXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | 4028705 |
Red Flags
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