Unclaimed
Carrie Harris is a licensed financial professional with over 20 years of experience in the financial services industry. Carrie currently holds Series 6 and 63 licenses and is registered in Delaware, District of Columbia, Georgia, Maryland, New Jersey, North Carolina and Virginia. Carrie is a registered representative of PFS Investments Inc. and has been with the firm since 2014. Previously, Carrie was employed by PFS Investments Inc. in Duluth, Georgia from 1994 to 1997. Carrie specializes in portfolio management for 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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2
MD
01/01/2014 - Present
PFS Investments Inc. (LANHAM MD)
GA
07/28/1994 - 12/31/1997
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 09/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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