Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackie? Claim Your ProfileJackie Lynn Kastner is a registered representative with PFS Investments Inc. Jackie joined the financial industry in 2001 and is licensed to operate in Wyoming. Jackie holds a Series 6, Series 26, and Series 63 securities license and the SIE exam. Jackie specializes in investment advisory services to individuals and businesses. Jackie is located in Cody, Wyoming at the PFS Investments Inc. branch office located at 1706 19TH ST, CODY, WY 82414.
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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WY
10/10/2001 - Present
PFS Investments Inc. (CODY WY)
BC
Issued 10/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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