Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathy? Claim Your ProfileCathy Ellen Lusch is a registered representative with PFS Investments Inc. Cathy has been in the industry since August 29, 1996 and has a broad range of experience serving individual clients. Cathy is registered with the states of Arizona, Illinois, Indiana and Missouri.
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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IN
08/30/1996 - Present
PFS Investments Inc. (GREENWOOD IN)
BC
Issued 09/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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