Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kadie? Claim Your ProfileKadie Lynn Berry is a financial advisor with PFS Investments Inc. Kadie has been in the financial services industry since December 2022 and has held various roles in education and sales prior to that. Kadie holds the Series 63, Series 65, Series 26, and Series 6TO licenses and works with individuals, families, and corporations. Kadie is registered with the states of Colorado, Connecticut, Kansas, Michigan, and Texas.
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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TX
06/07/2023 - Present
PFS Investments Inc. (PLANO TX)
IA
Issued 05/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/30/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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