Unclaimed
Katarzyna Loj is a registered representative with PFS Investments Inc. Katarzyna holds the Series 63, Series 6TO and SIE licenses. She has been in the securities industry since September 2023. Katarzyna specializes in providing investment advice to individual clients.
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.
1
2
GA
09/09/2023 - Present
PFS Investments Inc. (CUMMING GA)
BC
Issued 06/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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