Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Kozuma is a financial professional with over 20 years of experience in the industry. She is currently registered as an Investment Advisor Representative with PFS Investments Inc., and holds a Series 6, 26, 63, and 65 license. Sheryl has experience working with individuals and businesses and specializes in providing financial advice to clients. Sheryl offers portfolio management services for individuals and provides a comprehensive range of services to help clients reach their financial 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
HI
08/09/2011 - Present
PFS Investments Inc. (HONOLULU HI)
IA
Issued 03/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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