Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Lane is a registered representative with PFS Investments Inc. Kimberly has been in the financial services industry since November 2010. Kimberly is licensed in California, Florida, Maryland, North Carolina, Pennsylvania and Washington. Kimberly holds the Series 6, Series 63 and SIE securities licenses. Kimberly specializes in providing investment advisory services to individuals.
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
11/10/2010 - Present
PFS Investments Inc. (RANDALLSTOWN MD)
BC
Issued 04/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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