Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristofer? Claim Your ProfileKristofer Sherrod is a financial professional with experience in the industry. Kristofer has a Series 63, 6TO, and SIE license. Currently, Kristofer is registered with PFS Investments Inc. in Raleigh, NC and has been employed there since July 2022. Previously, Kristofer was employed by TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in Charlotte, NC. Kristofer specializes in providing portfolio management 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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2
NC
07/29/2022 - Present
PFS Investments Inc. (RALEIGH NC)
NC
05/17/2019 - 03/08/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
BC
Issued 04/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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