Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carissa? Claim Your ProfileCarissa Foster is a financial advisor with PFS Investments Inc. Carissa has been in the industry since 2012 and holds the Series 6, Series 26, and Series 63 licenses. Carissa is registered with the state of Texas. PFS Investments Inc. is an investment advisor firm that provides a variety of services to individuals and businesses, including portfolio management and financial planning.
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.
1
2
TX
09/28/2012 - Present
PFS Investments Inc. (ALLEN TX)
BC
Issued 01/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Carissa Foster is the right advisor for you? Invested Better is here to help.
