Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Bounds is a financial advisor with PFS Investments Inc. based in Jasper, Indiana. Kaitlyn has been in the financial services industry since March 2023. Kaitlyn is registered with the state of Indiana as a broker and has passed the Series 6TO and SIE exams. Kaitlyn's firm, PFS Investments Inc., is a large firm with over 3,500 employees and approximately $8.5 billion in assets under management. PFS Investments Inc. specializes in 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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IN
03/23/2023 - Present
PFS Investments Inc. (JASPER IN)
BC
Issued 06/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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