Unclaimed
Carol Jean Pearson is a financial advisor who has been in the industry since 1994. Carol is currently registered with PFS Investments Inc. PFS Investments Inc. provides financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. The firm specializes in portfolio management for individuals and offers a variety of other 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.
1
2
WY
12/01/1994 - Present
PFS Investments Inc. (CASPER WY)
BC
Issued 10/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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