Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Oaster is a registered investment advisor representative with PFS Investments Inc. Karen has been in the industry since August 6, 1990 and is licensed in Florida, Maryland, Minnesota, New Mexico, and Washington. Karen offers investment advice to individuals, corporations, and charitable organizations. In addition to providing financial planning services, Karen also sells insurance products through PFS Investments Inc. and Primerica Financial Services.
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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MN
12/05/2013 - Present
PFS Investments Inc. (BURNSVILLE MN)
BC
Issued 08/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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