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Kathleen Joan Groves

PFS Investments Inc.

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About Kathleen Joan Groves

Kathleen Groves is a financial professional with over 20 years of experience in the industry. Kathleen has a strong track record of providing investment advice and financial planning services to individuals, corporations, and charitable organizations. Kathleen is registered with the state of California and is a Series 6, Series 26, and Series 63 licensed representative. Kathleen is currently employed with PFS Investments Inc., a firm with a strong commitment to providing high-quality financial services to its clients. Kathleen's expertise includes portfolio management, financial planning, and investment advice. PFS Investments Inc. is a financial services firm that provides investment advice and financial planning services to a wide range of clients, including individuals, corporations, and charitable organizations. PFS Investments Inc. has a strong track record of providing high-quality financial services and is committed to helping its clients achieve their financial goals.

Firm Information

Kathleen Groves 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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Kathleen Groves’s Registration & Firm History

CA

07/31/2003 - Present

PFS Investments Inc. (CORONA CA)

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Licenses & Designations

BC

Issued 07/05/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Joan Groves.
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