Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Jean Devries is a financial advisor at PFS Investments Inc. Kimberly is licensed in Arizona, Texas and Wisconsin and has been in the industry since 2020. Kimberly has a Series 63 and Series 65 license and has a Series 26 license as well as a Series 6TO and SIE license. Kimberly is also a registered Investment Advisor in Wisconsin.
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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AZ
01/16/2025 - Present
PFS Investments Inc. (SURPRISE AZ)
IA
Issued 09/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/11/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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