Unclaimed
Bronwen Kimball is a financial professional with experience in the industry since 2018. Bronwen is currently registered as a Registered Representative with PFS Investments Inc., which is located in Worthington, Ohio. Bronwen is also registered as an Investment Advisor Representative and has the Series 63, Series 65, and Series 26 licenses. In addition to financial services, Bronwen also works as a consultant and receives compensation from affiliated companies for the sale of various products and services.
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.
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2
OH
01/31/2025 - Present
PFS Investments Inc. (WORTHINGTON OH)
IA
Issued 07/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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