Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Breanna? Claim Your ProfileBreanna Marie Kalinowski is a financial advisor with PFS Investments Inc. Breanna has been in the industry since February 2011 and has experience in both investment advisory and brokerage services. She has Series 6, 63, 65, and 26 licenses and holds registrations in Pennsylvania, New York, South Carolina, and Virginia. Breanna focuses on portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
PA
06/02/2022 - Present
PFS Investments Inc. (HAZEL TOWNSHIP PA)
PA
02/05/2011 - 12/31/2011
PFS INVESTMENTS INC. (HAZLE TOWNSHIP PA)
IA
Issued 05/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Breanna Kalinowski is the right advisor for you? Invested Better is here to help.
