Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Kenney is an investment advisor representative who has been in the industry since November 2019. She holds the Series 63, Series 65, Series 6TO, and SIE licenses. Catherine is registered to sell securities in Florida, Georgia, Louisiana, and North Carolina. Catherine is currently employed with PFS Investments Inc. in Lutz, FL. Catherine specializes in providing financial planning and investment advice to individuals. She is also involved in the sale of investment-related products for companies affiliated with PFS Investments Inc.
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
FL
10/13/2021 - Present
PFS Investments Inc. (LUTZ FL)
IA
Issued 10/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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