Unclaimed
Carol Lynn Dolberry is a financial professional licensed to provide securities and investment advisory services. Carol has been in the financial industry since July 2024. Carol is currently registered with PFS Investments Inc. in Chesapeake, VA. Carol has successfully completed the Series 6TO and SIE examinations. Carol is a specialist in Investment Company Products/Variable Contracts.
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
VA
07/09/2024 - Present
PFS Investments Inc. (CHESAPEAKE VA)
BC
Issued 07/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/08/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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