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Catherine Margarete Riney

PFS Investments Inc.

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About Catherine Margarete Riney

Catherine Margarete Riney is a registered representative with PFS Investments Inc. Catherine has been in the industry since 2005 and is registered with the state of Utah. Catherine is licensed to sell securities and variable contracts. Catherine is located in BOUNTIFUL, UT and has a branch office at 533 WEST 2600 SOUTH, SUITE 130, BOUNTIFUL, UT 84010.

Firm Information

Catherine Riney is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Catherine Riney’s Registration & Firm History

UT

05/18/2005 - Present

PFS Investments Inc. (BOUNTIFUL UT)

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Licenses & Designations

BC

Issued 03/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Catherine Margarete Riney.
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