Unclaimed
Karen Kashimoto is a registered representative with PFS Investments Inc. Karen has been in the industry since March 2004 and has held Series 6, 63, and SIE licenses. Karen has also held state registrations in California, Hawaii, and Nevada. Karen is currently located in Honolulu, Hawaii and works from the office at 2153 N KING ST STE 309-C. PFS Investments Inc. provides a wide range of financial services to individuals, including portfolio management, financial planning, and insurance. Karen specializes in providing investment advice and services to individuals and families.
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
HI
03/15/2004 - Present
PFS Investments Inc. (HONOLULU HI)
BC
Issued 04/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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