Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catchi? Claim Your ProfileCatchi Tomas is a financial advisor who is registered in five states: District of Columbia, Florida, Georgia, Maryland, and Virginia. Catchi holds the Series 63, Series 6TO, and SIE licenses. Catchi is currently employed by PFS Investments Inc. and has been in the industry for more than two years. PFS Investments Inc. offers a range of financial services to a variety of clients including individuals, corporations, charitable organizations, and high-net-worth individuals.
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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NY
02/20/2023 - Present
PFS Investments Inc. (FARMINGDALE NY)
BC
Issued 10/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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