Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Munoz is a financial professional who holds a Series 63, Series 6TO and SIE licenses. Kaitlyn has been in the industry for over 6 months and is currently registered with PFS Investments Inc. in Indiana. PFS Investments Inc. is a financial advisor that specializes in providing financial planning, portfolio management for individuals and other advisory services.
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
06/04/2024 - Present
PFS Investments Inc. (MUNSTER IN)
BC
Issued 08/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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