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Catherine Soriano Panganiban

PFS Investments Inc.

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About Catherine Soriano Panganiban

Catherine Soriano Panganiban is a registered representative and investment advisor representative with PFS Investments Inc. Catherine is registered with the state of California. Catherine has been in the securities industry for 6 years. Catherine holds the Series 6, Series 63, and SIE licenses. Catherine's current employment began on January 16, 2020. PFS Investments Inc. is a financial services firm that provides investment advice and portfolio management to individuals, corporations, and charitable organizations. The firm has offices in Duluth, GA, and Riverside, CA. PFS Investments Inc. has over 59,800 client accounts with approximately 8.5 billion dollars in assets under management.

Firm Information

Catherine Panganiban 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 Panganiban’s Registration & Firm History

CA

01/16/2020 - Present

PFS Investments Inc. (RIVERSIDE CA)

CA

01/10/2019 - 12/31/2019

PFS INVESTMENTS INC. (RIVERSIDE CA)

CA

03/10/2017 - 12/31/2018

PFS INVESTMENTS INC. (RIVERSIDE CA)

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Licenses & Designations

BC

Issued 11/13/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2017

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 Soriano Panganiban.
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