Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Dene Wells is a registered representative of PFS Investments Inc. and has been in the industry since January 28, 2018. Kimberly holds Series 6 and SIE licenses and is registered in Ohio. Kimberly Dene Wells is located in Stow, OH at the branch office at 3924 CLOCK POINTE TRL STE 107-B. The branch office is located in Stow, OH. Kimberly Dene Wells has been working with PFS Investments Inc. since January 29, 2018. PFS Investments Inc. is an SEC-registered investment advisor with approximately $8.5 billion in assets under management. The firm provides investment advice to a variety of clients, including individuals, corporations, and charitable organizations. PFS Investments Inc. offers a range of investment services, including portfolio management, financial planning, and educational seminars.
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
01/29/2018 - Present
PFS Investments Inc. (STOW OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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