Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Myers is a financial professional with over 23 years of experience in the industry. Kimberly is currently registered with PFS Investments Inc. and provides portfolio management services to individuals, corporations, and other businesses. Kimberly holds Series 6, 63, and 26 licenses. Kimberly is also a licensed investment advisor representative in Indiana, Kentucky, and Ohio.
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
OH
01/07/2022 - Present
PFS Investments Inc. (WEST CHESTER OH)
KY
01/07/1999 - 12/31/2021
PFS INVESTMENTS INC. (BOWLING GREEN KY)
IA
Issued 05/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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