Unclaimed
Catherine Bell is a registered representative with PFS Investments Inc. Catherine is licensed in Kansas, Maryland and Virginia and has been working in the financial industry since March 2018. Catherine has passed the Series 6, SIE and Series 63 examinations, and she holds the Series 26 license. She is a dedicated and experienced financial professional who is committed to helping clients achieve 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
VA
03/12/2018 - Present
PFS Investments Inc. (SPRINGFIELD VA)
BC
Issued 05/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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