Unclaimed
Kimberly Lux has been a registered representative in the financial services industry since May 2003. Kimberly is currently registered with PFS Investments Inc. and holds a Series 6, Series 26, and Series 63 licenses. Kimberly has a diverse range of experience in the industry, having served clients in Massachusetts and Montana. Kimberly specializes in providing investment advice to individuals.
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
GA
05/20/2003 - Present
PFS Investments Inc. (DULUTH GA)
BC
Issued 12/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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