Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katessa? Claim Your ProfileKatessa Pearline Harris-swain is a financial professional with PFS Investments Inc. Katessa is a licensed and registered advisor holding Series 6, 63, 26, and SIE licenses. Katessa has been in the industry since 2021. Katessa's primary focus is on providing financial guidance and investment management services to individuals. PFS Investments Inc. is a financial firm that primarily focuses on providing 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
IL
07/26/2021 - Present
PFS Investments Inc. (SOUTH HOLLAND IL)
BC
Issued 02/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/24/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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