Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Marie Gerrity is a financial advisor with over 15 years of experience in the financial services industry. Kathleen is currently registered with PFS Investments Inc. in Paramus, New Jersey. Kathleen is also licensed to sell securities in the state of New Jersey. Previously, Kathleen worked for PFS Investments Inc. in Oakland, New Jersey and Duluth, Georgia. Kathleen has a Series 6, Series 63 and SIE license.
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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NJ
09/14/2018 - Present
PFS Investments Inc. (PARAMUS NJ)
NJ
02/05/2008 - 04/18/2017
PFS INVESTMENTS INC. (OAKLAND NJ)
GA
08/01/2002 - 06/13/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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