Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlin? Claim Your ProfileKaitlin Marie Laub is a financial advisor with PFS Investments Inc. Kaitlin is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 63 and SIE licenses. Kaitlin specializes in investment advisory services for individuals. PFS Investments Inc. provides a wide range of financial services including investment advisory, and portfolio management.
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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2
OH
03/06/2023 - Present
PFS Investments Inc. (CINCINNATI OH)
BC
Issued 04/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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