Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen MacCubbin is a financial advisor with PFS Investments Inc., licensed in Maryland and other states. Kathleen holds the Series 63, 65, 26, and 6TO licenses and the SIE exam certification, demonstrating expertise in securities and investment products. Kathleen has been in the industry since July 1, 2020, and previously worked at Baltimore County Public Library, Homemaker, Primerica Financial Services, and McCormick.
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
MD
10/07/2020 - Present
PFS Investments Inc. (COCKEYSVILLE MD)
IA
Issued 09/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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