Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Alfrani Rondon is a financial advisor with PFS Investments Inc., a firm with a focus on providing financial guidance and portfolio management services. Katherine holds a Series 63, Series 26, Series 6TO and SIE licenses and is registered in Florida and Texas. Katherine has been working in the financial services industry since 2020. Katherine's previous experience at PFS Investments Inc. involved serving individuals and corporations with their financial needs.
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
FL
04/13/2023 - Present
PFS Investments Inc. (MIAMI FL)
FL
01/18/2022 - 12/31/2022
PFS INVESTMENTS INC. (DORAL FL)
FL
07/20/2020 - 12/31/2021
PFS INVESTMENTS INC. (DORAL FL)
BC
Issued 09/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/20/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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