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Catrina Mary Schlautmann ruby

PFS Investments Inc.

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About Catrina Mary Schlautmann ruby

Catrina Mary Schlautmann Ruby is a registered representative and investment advisor representative with PFS Investments Inc. based in GILLETTE, WY. Catrina has been in the financial services industry since 2017 and has a Series 6, Series 63, and Series 65 license. Catrina also has a SIE certification. Catrina has worked for Primerica Financial Services and PFS Investments Inc. In addition to her role with PFS Investments Inc., Catrina is also the owner of Ruby Ranch, a non-investment related business.

Firm Information

Catrina Schlautmann ruby 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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Catrina Schlautmann ruby’s Registration & Firm History

WY

04/21/2022 - Present

PFS Investments Inc. (GILLETTE WY)

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Licenses & Designations

IA

Issued 04/14/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Catrina Mary Schlautmann ruby.
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