Unclaimed
Kimberly Kwilosz is a financial advisor with PFS Investments Inc. Kimberly has been in the financial services industry since July 2011 and is licensed in Arizona, Illinois, Indiana and Wisconsin. Kimberly specializes in working with individuals and has a wide range of experience. Kimberly holds the Series 6, Series 26, and Series 63 licenses. Kimberly's office is located at 55 WEST 22ND ST, STE 320, LOMBARD, IL 60148.
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
IL
07/25/2011 - Present
PFS Investments Inc. (LOMBARD IL)
BC
Issued 07/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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