Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joleen? Claim Your ProfileJoleen Koenigs is a financial advisor with PFS Investments Inc. based in Mankato, MN. Joleen has been in the financial industry since September 2, 2000. Prior to joining PFS Investments Inc., Joleen worked at ASCEND FINANCIAL SERVICES, INC. in St. Paul, MN. Joleen is registered with FINRA and holds Series 6, 7, 26, 63 and 65 licenses. Joleen 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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2
MN
06/20/2001 - Present
PFS Investments Inc. (MANKATO MN)
MN
04/12/1999 - 01/26/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 06/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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