Unclaimed
Kimberly McAliley-millner is a registered representative and investment advisor representative with PFS Investments Inc. Kimberly has been in the industry for 3 years and holds the Series 6TO, SIE and Series 63 licenses. Kimberly is registered in California, Nevada and Texas.
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
CA
03/02/2020 - Present
PFS Investments Inc. (SANTA CLARITA CA)
BC
Issued 05/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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