Unclaimed
Karen Suzette Houston is a registered representative with PFS Investments Inc., having joined the firm in April 2018. Karen Houston is also a registered investment advisor representative in Tennessee. Karen Houston has been in the financial services industry since December 1998. Karen Houston's specializations include investment company products/variable contracts. Karen Houston is also the author of a book and receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.
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
TN
04/14/2023 - Present
PFS Investments Inc. (KNOXVILLE TN)
IA
Issued 04/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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