Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Greenwood is an investment advisor representative with PFS Investments Inc. located in Tampa, Florida. Karen has been in the securities industry since December 2012 and has earned the Series 6, Series 65, and SIE licenses. Karen is registered as a broker-dealer and investment advisor in Florida. Karen provides portfolio management for individuals and has experience in the sale of investment-related products. In addition to her work at PFS Investments Inc. Karen may also work for companies affiliated with PFS Investments Inc. and also may receive compensation from Primerica Mortgage, LLC for the sale of loan products, and Primerica Client Services, Inc. for referrals of home security and automation products.
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
FL
07/22/2014 - Present
PFS Investments Inc. (TAMPA FL)
IA
Issued 06/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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