Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carisma? Claim Your ProfileCarisma Amanda Jones is a financial professional with PFS Investments Inc. located in Houston, TX. Carisma has been in the financial industry since December 2017 and holds the Series 63, Series 6, and SIE licenses. Carisma is registered to offer securities and investment advisory services in Texas.
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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TX
01/05/2018 - Present
PFS Investments Inc. (HOUSTON TX)
TX
12/15/2017 - 12/31/2017
PFS INVESTMENTS INC. (HOUSTON TX)
BC
Issued 08/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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