Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Petznick is a registered representative and investment advisor representative with PFS Investments Inc. Carol has been in the financial industry since February 24, 2008. Carol is licensed in Kansas and Missouri. Carol holds the Series 6, 26, and 63 securities licenses as well as the SIE exam. Carol specializes in portfolio management for individuals and has been with PFS Investments Inc. since May 20, 2017.
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
KS
05/20/2017 - Present
PFS Investments Inc. (OVERLAND PARK KS)
GA
08/01/1997 - 10/24/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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