Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Golden is a registered representative with PFS Investments Inc., based in SACRAMENTO, CA. Kimberly has been in the industry since 2023. Kimberly holds Series 63, 6TO, and SIE licenses and is registered in California. Kimberly's expertise is in portfolio management for individuals. PFS Investments Inc. is a full-service investment firm with offices in multiple states. The firm specializes in providing financial planning and portfolio management services to individuals, families, and businesses.
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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CA
07/09/2024 - Present
PFS Investments Inc. (SACRAMENTO CA)
CA
12/20/2023 - 05/30/2024
PFS INVESTMENTS INC. (SACRAMENTO CA)
BC
Issued 01/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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