Unclaimed
Carin Lynn Perkins has been in the financial services industry for over 27 years. Carin is registered to offer securities and investment advisory services in Arkansas, Florida, Texas, Utah and Washington. Carin works at PFS Investments Inc. Carin Perkins specializes in providing financial advice for individuals and businesses.
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
WA
07/24/2018 - Present
PFS Investments Inc. (AUBURN WA)
IA
Issued 06/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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