Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kia? Claim Your ProfileKia Conwell is an investment advisor representative registered with PFS Investments Inc. Kia has been in the financial services industry since 2004. Kia holds the Series 6, Series 63, Series 26 and SIE licenses. Kia is currently registered in California, Colorado, Iowa, Louisiana, and Texas. Kia works with individuals, corporations, and charitable organizations.
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
TX
05/13/2016 - Present
PFS Investments Inc. (AUSTIN TX)
IA
Issued 04/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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