Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Lynn Valencia is a Registered Representative associated with PFS Investments Inc., with a branch office in Redlands, CA. Kathy is licensed in California and has been in the industry since April 2023. Kathy has earned the Series 63, Series 6TO, and SIE licenses. Kathy's firm, PFS Investments Inc., provides 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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CA
04/07/2023 - Present
PFS Investments Inc. (REDLANDS CA)
BC
Issued 05/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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