Unclaimed
Karina Kelly is a financial professional with over 10 years of experience in the industry. She is currently registered with Nylife Securities LLC, and is licensed in both California and Texas. Previously, Karina was with PFS INVESTMENTS INC. Karina holds multiple licenses and designations, including Series 6, 63, and 26. She is committed to providing her clients with personalized financial advice and guidance.
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.
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.
1
2
TX
11/22/2023 - Present
Nylife Securities LLC (DALLAS TX)
TX
08/01/2012 - 02/22/2023
PFS INVESTMENTS INC. (DALLAS TX)
IA
Issued 11/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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