Unclaimed
Karina Isabel Jimenez is a financial advisor who has been working in the financial services industry since 2007. Karina is currently registered with PFS Investments Inc. in San Fernando, California. Karina has a Series 6, 26, and 63 licenses. She is also a Series SIE exam holder. Karina has worked with PFS Investments Inc. since 2012, taking a brief break from 2016 to 2018. Karina specializes in portfolio management for individuals.
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
CA
02/17/2018 - Present
PFS Investments Inc. (SAN FERNANDO CA)
CA
06/08/2012 - 02/19/2016
PFS INVESTMENTS INC. (SAN FERNANDO CA)
CA
02/04/2005 - 09/29/2011
PFS INVESTMENTS INC. (SAN FERNANDO CA)
BC
Issued 05/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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