Unclaimed
Carissa Graves is a registered representative with PFS Investments Inc. Carissa is licensed to provide investment advice and services in North Carolina and Virginia. Carissa is also licensed to sell investment company products and variable contracts. Carissa has been in the financial services industry since 2017. Carissa is located in Sugar Land, 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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2
TX
01/14/2021 - Present
PFS Investments Inc. (SUGAR LAND TX)
NC
10/06/2017 - 12/31/2020
PFS INVESTMENTS INC. (GREENSBORO NC)
BC
Issued 11/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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