Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Sue Peres is a licensed financial advisor who is registered with PFS Investments Inc. Karla has been in the industry since March 2022. Karla is licensed in Florida, Minnesota, and Pennsylvania. She holds the Series 63, Series 6TO, and SIE exams. Karla can assist clients with financial planning, investment advice, and portfolio management.
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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GA
03/29/2022 - Present
PFS Investments Inc. (BRUNSWICK GA)
BC
Issued 04/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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