Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra Kirby is a registered representative with PFS Investments Inc. Cassandra is located in COLORADO SPRINGS, CO and is licensed in Colorado. Cassandra has been in the industry since December 17, 2016. Cassandra holds the Series 6, Series 6TO, and SIE licenses.
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
02/18/2020 - Present
PFS Investments Inc. (COLORADO SPRINGS CO)
CO
07/04/2011 - 09/02/2014
PFS INVESTMENTS INC. (COLORADO SPRINGS CO)
BC
Issued 02/18/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/30/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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