Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Shivers is an investment advisor representative registered with PFS Investments Inc. Katherine has been in the financial services industry since 2016. Katherine holds a Series 6, Series 26, Series 63 and SIE licenses. Katherine is licensed to provide investment advisory services in Georgia, Indiana, Massachusetts, Michigan and Ohio. Katherine is located at the PFS Investments Inc. office in Oberlin, Ohio.
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.
1
2
OH
01/09/2017 - Present
PFS Investments Inc. (OBERLIN OH)
NA
05/11/2016 - 12/23/2016
PFS INVESTMENTS INC. (LONDON )
BC
Issued 12/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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