Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Leslie Newton is a financial advisor with PFS Investments Inc., located in Brighton, CO. Carolyn has been in the financial services industry since 1997 and has a Series 6, Series 26, Series 63, and Series 65 license. Carolyn has a strong track record of helping individuals and families achieve their financial goals. PFS Investments Inc. is a full-service financial firm that provides a variety of financial services, including investment management, financial planning, and insurance.
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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CO
01/30/2019 - Present
PFS Investments Inc. (BRIGHTON CO)
IA
Issued 07/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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