Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Sanford is a financial advisor associated with PFS Investments Inc., a firm that has over 8.46 Billion dollars of regulatory assets under management. Kathryn is registered in Michigan. Kathryn has been in the industry since October 28, 2012 and has experience with Edward Jones. Kathryn's office is located in Ludington, Michigan and Kathryn has been with PFS Investments Inc. since July 2018. Kathryn offers financial planning and portfolio management for individuals. Kathryn is a Series 6, 7, 63 and 66 licensed advisor.
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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MI
09/14/2018 - Present
PFS Investments Inc. (LUDINGTON MI)
MI
09/29/2015 - 01/04/2017
EDWARD JONES (LUDINGTON MI)
GA
07/12/2004 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 10/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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