Unclaimed
Kimberly Kendrick Morrow is a financial advisor with PFS Investments Inc. Kimberly is registered with FINRA and has been in the financial services industry since October 10, 2018. Kimberly is licensed to provide financial advice in Alabama, Georgia, North Carolina, and South Carolina. Kimberly is experienced in the investment company products/variable contracts space and is an expert in providing portfolio management advice for individuals. Kimberly is currently based in Knoxville, Tennessee, and works out of the PFS Investments Inc. branch office located at 124 PERIMETER PARK RD STE 102-D-1 in Knoxville.
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
TN
01/14/2019 - Present
PFS Investments Inc. (KNOXVILLE TN)
GA
09/28/2018 - 12/31/2018
PFS INVESTMENTS INC. (SUWANEE GA)
BC
Issued 01/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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