Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathy? Claim Your ProfileCathy Cassandra Terrell is a registered representative of PFS Investments Inc. Cathy Terrell has been in the industry for 5 years and holds the Series 63, Series 6TO, and SIE licenses. Cathy Terrell has a presence in 21 states. Cathy Terrell specializes in portfolio management for 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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MS
01/09/2021 - Present
PFS Investments Inc. (FLOWOOD MS)
MS
05/07/2019 - 12/31/2020
PFS INVESTMENTS INC. (FLOWOOD MS)
BC
Issued 06/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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