Unclaimed
Doris Ipsen-hardeway is a financial advisor with PFS Investments Inc., a company with a presence in Overland Park, KS. Doris has been in the financial services industry since 1996. Doris holds Series 6 and Series 63 licenses and is registered in six states: California, Colorado, Iowa, Kansas, Missouri and Wyoming. Doris specializes in providing investment advice to individuals. Doris's clients include high net worth individuals, corporations and individuals other than high net worth 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
KS
05/29/1996 - Present
PFS Investments Inc. (OVERLAND PARK KS)
BC
Issued 12/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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