Unclaimed
Carline Casimir is a registered representative with PFS Investments Inc. Carline holds Series 6 and SIE licenses. Carline has been in the industry since February 8, 2019. Carline is registered in Florida. PFS Investments Inc. is an investment advisor with approximately $8.5 billion in assets under management. The firm specializes in providing portfolio management services to individuals, corporations, and charitable organizations.
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
FL
12/23/2021 - Present
PFS Investments Inc. (ORLANDO FL)
FL
02/17/2017 - 12/31/2019
PFS INVESTMENTS INC. (ORLANDO FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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