Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kate? Claim Your ProfileKate Adams is a registered investment advisor representative in Oklahoma. Kate is a financial advisor who provides financial advice and investment services to a wide range of clients, including individuals, high-net-worth individuals, businesses, and charitable organizations. Kate's firm, PFS Investments Inc., is based in Duluth, Georgia.
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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OK
11/27/2023 - Present
PFS Investments Inc. (OKLAHOMA CITY OK)
IA
Issued 10/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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