Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carisa? Claim Your ProfileCarisa Monique Williams is a financial professional who has been in the industry since September 20, 2018. Carisa is currently registered with PFS Investments Inc. and has been with the firm since March 2, 2023. Carisa previously worked with PFS INVESTMENTS INC. between July 23, 2018 and December 31, 2022. PFS Investments Inc. provides financial advice and investment management services to individuals, corporations, and charitable organizations. Carisa has a broad base of knowledge in the financial industry and is qualified to provide investment advice and portfolio management services to clients in multiple states.
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
GA
03/02/2023 - Present
PFS Investments Inc. (DULUTH GA)
GA
07/23/2018 - 12/31/2022
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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