Unclaimed
Catherine Rose White is a registered representative with PFS Investments Inc. Catherine has been in the industry since November 26, 2012. Catherine holds her Series 6, Series 63, and SIE licenses. Catherine is registered in Florida and Georgia. Catherine specializes in providing investment advice to 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.
1
2
FL
05/16/2018 - Present
PFS Investments Inc. (JACKSONVILLE FL)
FL
07/15/2005 - 12/31/2010
PFS INVESTMENTS INC. (JACKSONVILLE FL)
BC
Issued 08/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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