Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Lee Flege is a Registered Representative with PFS Investments Inc. Karen is also an Investment Adviser Representative and has been in the industry since 2005. Karen has passed both the Series 6 and the SIE exams. Karen is registered to offer securities and investment advisory services in Ohio. PFS Investments Inc. is a Registered Investment Adviser (RIA) that specializes in providing financial advice to individuals and corporations. The firm has approximately 8.4 billion dollars in assets under management.
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
OH
03/06/2019 - Present
PFS Investments Inc. (CUYAHOGA FALLS OH)
OH
08/01/2008 - 12/31/2009
PFS INVESTMENTS INC. (CUYAHOGA FALLS OH)
GA
06/21/1999 - 07/27/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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