Unclaimed
Karissa Jolynn McHurd is a financial professional with experience in the financial services industry. Karissa is registered with the state of California and is affiliated with PFS Investments Inc. Karissa is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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
CA
08/10/2023 - Present
PFS Investments Inc. (ROSEVILLE CA)
BC
Issued 08/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Karissa McHurd is the right advisor for you? Invested Better is here to help.