Unclaimed
Carolyn Jacque is a registered investment advisor representative with PFS Investments Inc. Carolyn is a Series 6 licensed representative and has been in the financial services industry since 1994. She has worked for PFS Investments Inc. since 2012. Carolyn is also a registered agent for Enterprise Eleven LLC, Treasurer for Ralph J. Burche, Jr. School Alumni Assoc. and may receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.
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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2
LA
08/29/2017 - Present
PFS Investments Inc. (METAIRIE LA)
LA
06/18/2012 - 08/16/2017
PFS INVESTMENTS INC. (METAIRIE LA)
LA
01/07/1994 - 04/24/2012
PFS INVESTMENTS INC. (METAIRIE LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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