Unclaimed
Cathy Evans is a financial advisor who has been in the industry since 2001. Cathy is currently registered with PFS Investments Inc. in Mansfield, Texas. Cathy also previously worked for Midamerica Financial Services, Inc. in Albuquerque, New Mexico and ING Financial Advisors, LLC, also in Albuquerque. Cathy has a Series 6, Series 63, and SIE licenses.
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
TX
04/08/2020 - Present
PFS Investments Inc. (MANSFIELD TX)
TX
12/03/2015 - 03/21/2018
PFS INVESTMENTS INC. (MANSFIELD TX)
NM
12/21/2010 - 10/28/2013
MIDAMERICA FINANCIAL SERVICES, INC. (ALBUQUERQUE NM)
NM
08/13/1997 - 01/06/2011
ING FINANCIAL ADVISERS, LLC (ALBUQUERQUE NM)
BC
Issued 03/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cathy Evans is the right advisor for you? Invested Better is here to help.