Unclaimed
Krystina Lynn Dvorak is a financial advisor with PFS Investments Inc. Krystina is a licensed professional with a strong understanding of the investment industry, having been in the field since 2009. She is dedicated to providing comprehensive financial advice to individuals and families. With a focus on portfolio management, Krystina works with clients to develop and implement personalized financial plans that meet their specific needs and 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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2
CO
03/26/2009 - Present
PFS Investments Inc. (DURANGO CO)
IA
Issued 09/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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