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Carolina Naranjo

PFS Investments Inc.

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About Carolina Naranjo

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.

Firm Information

Carolina Naranjo is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carolina Naranjo’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carolina Naranjo.
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