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Karen Loretta Green

PFS Investments Inc.

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About Karen Loretta Green

Karen Loretta Green is a financial advisor with PFS Investments Inc. Karen is located in GLENSIDE, PA and has been in the industry since 1994. Karen is registered with FINRA and holds the Series 6, 26 and 63 licenses. Karen is also registered with the state of Delaware, Florida, Georgia, Maryland, New Jersey, North Carolina, Pennsylvania, Texas and Virginia. Karen specializes in providing investment advisory services to individuals.

Firm Information

Karen Green is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Karen Green’s Registration & Firm History

PA

06/20/1994 - Present

PFS Investments Inc. (GLENSIDE PA)

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Licenses & Designations

BC

Issued 06/10/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/09/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Loretta Green.
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