Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Fong Pendleton is a registered representative with PFS Investments Inc. in REDLANDS, CA. Kimberly has been in the industry since April 4, 2018. Kimberly's current registrations are in the state of California. Kimberly has passed the Series 6, Series 63, Series 26, and SIE exams. Kimberly's areas of specialization are in investments. Kimberly's previous experience includes working with Primerica Financial Services in REDLANDS, CA. Kimberly is committed to providing excellent service to her clients.
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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CA
11/14/2024 - Present
PFS Investments Inc. (REDLANDS CA)
CA
12/12/2017 - 01/29/2018
PFS INVESTMENTS INC. (REDLANDS CA)
BC
Issued 04/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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