Unclaimed
Katie Labelle is a registered representative with PFS Investments Inc., an independent financial advisor firm based in Duluth, GA. Katie is licensed in Michigan and has experience in the investment industry, having recently passed the Series 63, Series 6TO, and SIE exams. Katie is dedicated to providing personalized financial advice and investment management services to individuals and families.
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
04/18/2024 - Present
PFS Investments Inc. (STANDISH MI)
BC
Issued 05/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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