Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Jones is a financial advisor who has been in the industry for over a year. Katherine is currently registered with PFS Investments Inc., a firm that specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Katherine has a Series 63, Series 6TO, and SIE license, and is registered to offer securities in Colorado, Missouri, Pennsylvania, Texas, and Washington.
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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CA
12/23/2021 - Present
PFS Investments Inc. (CRESTLINE CA)
BC
Issued 11/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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