Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ekaterina? Claim Your ProfileEkaterina Ivanov is an investment advisor representative registered with PFS Investments Inc. Ekaterina has been in the industry for 1 year and 3 months. Ekaterina is licensed in Illinois. Ekaterina holds the Series 63, 65 and SIE licenses. Ekaterina has experience in the financial services industry and specializes in working with high-net-worth individuals, corporations and other businesses, as well as individuals. PFS Investments Inc. is a registered investment advisor with the SEC. The firm provides a range of investment advisory services, including 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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IL
02/06/2024 - Present
PFS Investments Inc. (ROLLING MEADOWS IL)
IA
Issued 01/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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