Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Pulgarin is a financial professional with experience in the financial services industry since March 14, 2017. Katherine is currently registered with PFS Investments Inc. and holds Series 6, 26 and 63 securities licenses, as well as the SIE exam. Katherine is currently registered with the state of Georgia and 19 other states.
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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GA
03/15/2017 - Present
PFS Investments Inc. (LAWRENCEVILLE GA)
BC
Issued 04/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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