Unclaimed
Carolina Naranjo is an investment advisor representative at PFS Investments Inc., a firm that has been in business since 2011. Carolina has been in the industry since 2012 and has held previous positions at Morgan Stanley and J.P. Morgan Securities LLC. Carolina holds Series 6, 7, 26, 63, and 65 licenses and is registered to provide investment advisory services in 26 states. Carolina is also a licensed life and health insurance agent in Florida and is authorized to sell investment-related products as a representative of PFS Investments Inc. In addition to her work at PFS Investments Inc., Carolina is the President of Naranjo Cardendas Group, LLC.
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
10/04/2017 - Present
PFS Investments Inc. (MIAMI FL)
FL
12/21/2015 - 06/12/2017
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
07/21/2014 - 11/05/2015
MORGAN STANLEY (MIAMI FL)
FL
08/08/2011 - 05/29/2014
PFS INVESTMENTS INC. (MIAMI FL)
BC
Issued 09/20/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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