Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Lorraine Staton is a financial professional with over 19 years of experience in the financial services industry. Kimberly is currently registered with PFS Investments Inc. and has been with the firm since July 2004. Kimberly is licensed to provide securities advice and services in Florida, Georgia, Maryland, Pennsylvania and Texas. Kimberly holds the Series 6, Series 63 and SIE securities licenses. Kimberly specializes in providing investment advisory services to individuals and families.
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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MD
07/13/2004 - Present
PFS Investments Inc. (ELLICOTT CITY MD)
BC
Issued 07/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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