Unclaimed
Karen Stoller is a financial advisor with PFS Investments Inc. and has been in the industry since May 3, 1995. Karen Stoller has a Series 6, Series 26 and SIE registration. Karen Stoller specializes in Investment Company Products/Variable Contracts. Karen Stoller currently holds active registrations with the state of Ohio. Karen Stoller is located in STRONGSVILLE, OH. Karen Stoller also works for PFS Investments Inc., Primerica Financial Services, and Grace Church.
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.
1
2
OH
11/09/2011 - Present
PFS Investments Inc. (STRONGSVILLE OH)
BC
Issued 08/02/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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