Unclaimed
Kymberlee Kelly is a registered representative at PFS Investments Inc. in Fontana, California. Kymberlee holds the Series 63, Series 6TO, and SIE licenses and is registered with the state of California. Kymberlee has been in the industry since June 2021.
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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CA
06/18/2021 - Present
PFS Investments Inc. (FONTANA CA)
BC
Issued 08/31/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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