Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Amaya is an investment advisor representative who has been in the industry since February 26, 2017. Kimberly is currently registered with PFS Investments Inc. and has Series 6, 26, and 63 licenses. Kimberly has a strong track record of providing financial advice to individuals and corporations. Kimberly's current work involves providing financial advice, and selling investment products. Kimberly can assist with a variety of financial planning needs, including retirement planning, college savings, and estate planning.
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
03/21/2017 - Present
PFS Investments Inc. (DUBLIN OH)
BC
Issued 11/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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