Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Yolanda Jones is a registered representative with pfs investments inc. and has been in the financial industry since July 14, 2008. Carla holds the Series 6, 63 and 26 licenses and has passed the SIE exam. Carla is registered in 17 states for both securities and investment advisory activities. Carla specializes in investment advisory services.
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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NY
09/21/2023 - Present
PFS Investments Inc. (BROOKLYN NY)
NY
06/01/2007 - 12/31/2009
PFS INVESTMENTS INC. (BROOKLYN NY)
IA
Issued 12/31/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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