Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Juanita Nava is a financial professional with over 20 years of experience in the industry. Carolyn is currently a Registered Representative with PFS Investments Inc. located in Rancho Cordova, CA. Carolyn's previous experience includes positions with NEXT FINANCIAL GROUP, INC. and PFS Investments Inc. Carolyn holds Series 6, 26 and 63 licenses. Carolyn specializes in providing investment advice to individuals.
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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CA
07/30/2010 - Present
PFS Investments Inc. (RANCHO CORDOVA CA)
CA
07/03/2008 - 09/10/2009
NEXT FINANCIAL GROUP, INC. (CHICO CA)
GA
05/14/2001 - 05/27/2008
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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