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Katherine Ocumen Tabil

PFS Investments Inc.

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About Katherine Ocumen Tabil

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.

Firm Information

Katherine Tabil 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 Tabil’s Registration & Firm History

HI

10/04/2018 - Present

PFS Investments Inc. (HONOLULU HI)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Ocumen Tabil.
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