Unclaimed
Karen Centeno is a registered representative with PFS Investments Inc. Karen has been in the securities industry since 2009 and is licensed in California. Karen holds the Series 6, SIE, and Series 63 licenses. Karen's experience and expertise in the financial services industry, coupled with her commitment to providing exceptional client service, make her a valuable asset to PFS Investments Inc. and its clients.
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
CA
04/13/2009 - Present
PFS Investments Inc. (CANYON LAKE CA)
BC
Issued 04/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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