Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Teresa Lewis is a registered representative at PFS Investments Inc., a firm that provides investment advisory services to individuals, businesses, and charitable organizations. Kimberly has been in the industry since June 8, 2023, and is registered with the state of Texas. Kimberly has passed the Series 63, Series 6TO, and SIE exams. Kimberly is a licensed professional with a commitment to helping clients achieve their financial goals.
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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TX
06/09/2023 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 08/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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