Unclaimed
Katherine Tabil is a financial professional with PFS Investments Inc. with over 5 years of experience in the financial industry. Katherine holds licenses and registrations in several states including Hawaii, California, Colorado, New Jersey, Oklahoma, Texas, and Washington. Katherine has passed the Series 6 and Series 63 exams and the Securities Industry Essentials exam, demonstrating her commitment to staying current with industry standards. Katherine is dedicated to providing clients with personalized financial advice, and specializes in portfolio management for 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
HI
10/04/2018 - Present
PFS Investments Inc. (HONOLULU HI)
BC
Issued 01/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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