Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Sharon Fischer is a registered investment advisor representative with PFS Investments Inc., a financial services firm located in Duluth, GA. Kathleen has been in the securities industry since March 11, 2003. She is registered in Colorado, Michigan, Minnesota, and North Dakota. She holds Series 6, 63, 26, and 65 licenses and the SIE certification. Kathleen may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.
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
ND
08/22/2011 - Present
PFS Investments Inc. (WEST FARGO ND)
IA
Issued 05/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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