Unclaimed
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.
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.
1
2
KY
09/22/2016 - Present
PFS Investments Inc. (MAYFIELD KY)
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
Active
Inactive
F
FINRA
Not sure Cardail Batiste is the right advisor for you? Invested Better is here to help.