Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Klein-sutton is a financial professional with over 10 years of experience in the industry. Kaitlyn is registered with PFS Investments Inc. in both Arizona and New Mexico. Kaitlyn is a Series 6, 26 and 63 licensed advisor. Kaitlyn has earned her SIE license. Kaitlyn is affiliated with PFS Investments Inc. in Albuquerque, NM.
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
NM
12/03/2013 - Present
PFS Investments Inc. (ALBUQUERQUE NM)
BC
Issued 12/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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