Invested Better
Unclaimed

Unclaimed

Unclaimed

Cardail Batiste

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cardail? Claim Your Profile

About Cardail Batiste

Cardail Batiste is a financial professional with PFS Investments Inc. Cardail has been in the industry for over 6 years and is registered to provide investment advice and securities transactions in 18 states. Cardail is licensed to offer investment company products/variable contracts and specializes in portfolio management.

Firm Information

Cardail Batiste is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cardail Batiste’s Registration & Firm History

KY

09/22/2016 - Present

PFS Investments Inc. (MAYFIELD KY)

Not sure if Cardail Batiste is right for you?

Licenses & Designations

BC

Issued 10/15/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cardail Batiste.
Not sure if Cardail Batiste is right for you?