Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Valle is a financial professional registered with PFS Investments Inc. and has been working in the financial industry since 2024. Catherine Valle is licensed in New York and Pennsylvania and has Series 63, Series 6TO, and SIE licenses. Catherine Valle is a financial advisor and has worked with corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth 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.
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NY
03/04/2024 - Present
PFS Investments Inc. (LAWRENCE NY)
BC
Issued 06/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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