Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Brennan is a financial advisor at PFS Investments Inc. She has been a registered representative for over 30 years. Kathleen is licensed to provide investment advice in 24 states. Her specialties include insurance companies, charitable organizations, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Kathleen provides portfolio management for individuals.
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
IL
06/30/2011 - Present
PFS Investments Inc. (ROLLING MEADOWS IL)
IA
Issued 03/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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