Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolina? Claim Your ProfileCarolina Paz is a financial advisor who has been working in the industry since 2006. Carolina is registered with PFS Investments Inc. in Utah. Carolina holds the Series 6, Series 26, and Series 63 licenses. Carolina has specialized in helping individuals with their portfolio management.
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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UT
01/23/2023 - Present
PFS Investments Inc. (WEST JORDAN UT)
UT
01/08/2021 - 12/31/2022
PFS INVESTMENTS INC. (WEST JORDAN UT)
UT
01/24/2019 - 12/31/2020
PFS INVESTMENTS INC. (WEST JORDAN UT)
UT
06/22/2006 - 12/31/2018
PFS INVESTMENTS INC. (WEST JORDAN UT)
BC
Issued 05/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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