Unclaimed
Katelin Reynhout is an investment advisor representative with PFS Investments Inc., a firm that has been serving clients since 1975. Katelin holds the Series 63, Series 65, Series 26, and Series 6TO licenses. Katelin has been working in the financial services industry since 2021. Katelin specializes in providing financial planning and portfolio management services to 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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2
MI
04/03/2024 - Present
PFS Investments Inc. (PORTAGE MI)
IA
Issued 03/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/05/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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