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Cathy Rena McReynolds

PFS Investments Inc.

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About Cathy Rena McReynolds

Cathy McReynolds is a registered representative with PFS Investments Inc. Cathy has been in the financial services industry since 1997. Cathy holds several licenses and certifications including Series 6, 7, 26, 63 and 66. Cathy has been employed with PFS Investments Inc. since 2014. Cathy specializes in providing financial advice to individuals, corporations and charitable organizations. Cathy may also provide investment-related products and services through companies affiliated with PFS Investments Inc.

Firm Information

Cathy McReynolds 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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Cathy McReynolds’s Registration & Firm History

PA

03/09/2023 - Present

PFS Investments Inc. (PITTSBURGH PA)

OH

05/06/2014 - 12/31/2022

PFS INVESTMENTS INC. (AKRON OH)

PA

07/18/2012 - 01/06/2014

PFS INVESTMENTS INC. (PITTSBURGH PA)

OH

07/26/2010 - 06/21/2012

VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)

OH

11/13/2009 - 07/26/2010

PNC INVESTMENTS (AKRON OH)

OH

01/09/2008 - 11/13/2009

NATCITY INVESTMENTS, INC. (AKRON OH)

VA

03/14/1997 - 12/05/2006

PFS INVESTMENTS INC. (ALEXANDRIA VA)

GA

02/01/1996 - 12/31/1996

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 08/18/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/07/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2010

Series 7 - General Securities Representative Examination

BC

Issued 01/31/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Cathy Rena McReynolds. Review regulatory record here.
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