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Kathlyn Pierce

PFS Investments Inc.

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About Kathlyn Pierce

Kathlyn Pierce is a registered representative with PFS Investments Inc. Kathlyn has been working in the financial services industry since 2012. Kathlyn is a Series 7 and Series 66 licensed professional. Kathlyn also holds a Series 63 license, which permits her to provide securities advice to clients in California. Kathlyn has experience working with both high-net-worth individuals and individuals other than high-net-worth. Kathlyn's prior employment experience includes roles with PRUCO SECURITIES, LLC. and Edward Jones. Kathlyn's focus is on portfolio management for individuals.

Firm Information

Kathlyn Pierce 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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Kathlyn Pierce’s Registration & Firm History

CA

09/15/2022 - Present

PFS Investments Inc. (SACRAMENTO CA)

CA

08/04/2014 - 10/22/2020

PRUCO SECURITIES, LLC. (ROSEVILLE CA)

CA

04/01/2014 - 08/06/2014

PFS INVESTMENTS INC. (SACRAMENTO CA)

CA

10/10/2011 - 04/09/2012

PFS INVESTMENTS INC. (SACRAMENTO CA)

CA

03/29/2006 - 09/22/2009

EDWARD JONES (SACRAMENTO CA)

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Licenses & Designations

BOTH

Issued 03/06/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathlyn Pierce.
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