Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Aurand is a financial advisor with PFS Investments Inc. located in Willoughby, OH. Kathryn has been in the financial services industry since October 31, 2007. Kathryn is registered with the state of Ohio and holds Series 6 and Series 26 licenses as well as the SIE exam. Kathryn specializes in investment company products and variable contracts. PFS Investments Inc. is a financial firm that has been in business for many years. PFS Investments Inc. specializes in providing investment advisory services, including 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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OH
10/31/2007 - Present
PFS Investments Inc. (WILLOUGHBY OH)
BC
Issued 12/27/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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