Unclaimed
Kory Kale is a financial professional who has been in the industry since September 6, 1998. Kory has a Series 63 license and has been registered as a representative of PFS Investments Inc. since November 24, 2008. Kory specializes in portfolio management for individuals. PFS Investments Inc. is an investment advisor that provides services to individuals, corporations, charitable organizations, and high-net-worth individuals. The firm has offices in Duluth, GA and Osceola, AR.
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.
1
2
AR
11/24/2008 - Present
PFS Investments Inc. (OSCEOLA AR)
GA
05/10/2005 - 04/16/2008
PFS INVESTMENTS INC. (DULUTH GA)
GA
12/15/1997 - 03/25/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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