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Katherine Noelia Ortega

PFS Investments Inc.

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About Katherine Noelia Ortega

Katherine Noelia Ortega is a financial advisor currently registered with PFS Investments Inc. Katherine has been active in the industry for a short time and is registered with the state of Florida. Katherine holds a Series 6TO and the SIE.

Firm Information

Katherine Ortega is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Katherine Ortega’s Registration & Firm History

NY

10/06/2022 - Present

PFS Investments Inc. (HAUPPAUGE NY)

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Licenses & Designations

BC

Issued 10/06/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Noelia Ortega.
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