Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Jane Harms is a financial professional with over 20 years of experience in the industry. Kelly is currently registered with PFS Investments Inc., where Kelly works as a registered representative and Investment Advisor Representative (IAR) and has been with them since 1998. PFS Investments Inc. is a financial services firm with offices in Georgia. Kelly Jane Harms is licensed in Colorado and Georgia.
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
01/25/2020 - Present
PFS Investments Inc. (DACULA GA)
GA
09/17/1998 - 12/31/2019
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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