Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Nance is a financial professional who has been working in the industry since 2015. Kathy is currently registered with PFS Investments Inc. and has been with them since February 2020. Kathy is a Series 6, Series 26 and Series 63 licensed representative. Kathy has worked with PFS Investments Inc. in various capacities and has been active in the financial services industry for many years.
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
CT
02/03/2020 - Present
PFS Investments Inc. (NORTH BRANFORD CT)
CT
07/08/2016 - 11/28/2018
PFS INVESTMENTS INC. (STRATFORD CT)
CT
03/31/2014 - 02/19/2016
PFS INVESTMENTS INC. (STRATFORD CT)
BC
Issued 05/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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