Unclaimed
Kara Ann Dowers is a financial professional with over 28 years of experience in the industry. Kara is a registered representative of PFS Investments Inc. Kara's firm is headquartered in Duluth, Georgia, and specializes in providing financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. Kara is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. She has a strong understanding of the financial markets and a commitment to providing her clients with personalized service.
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
SC
01/01/2025 - Present
PFS Investments Inc. (GREENVILLE SC)
IA
Issued 07/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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