Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Simons gliva is an investment advisor representative with PFS Investments Inc. Krista has been in the industry since February 2012 and has passed the Series 6, 63 and 65 exams. Krista is registered with the state of Illinois and is also registered with FINRA. Krista specializes in investment products for individuals. In addition to PFS Investments Inc, Krista may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for referrals of mortgage and home security services.
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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2
IL
02/20/2013 - Present
PFS Investments Inc. (LAKE ZURICH IL)
IA
Issued 11/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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