Unclaimed
Kimberly McGuire is a registered representative of PFS Investments Inc. with more than 10 years of experience in the financial industry. Kimberly specializes in providing financial advice and portfolio management for individuals. Kimberly is licensed to provide financial advice in Maryland and Virginia.
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
VA
09/03/2020 - Present
PFS Investments Inc. (STAUNTON VA)
MD
07/12/2013 - 12/31/2014
PFS INVESTMENTS INC. (LUTHERVILLE MD)
BC
Issued 10/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/01/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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