Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Lynn Pegg is a financial professional with over 9 years of experience in the industry. Katie is currently registered with PFS Investments Inc. as an Investment Advisor Representative. Katie is licensed in Georgia and has passed the Series 6, Series 26, Series 65, and SIE exams. Katie's professional experience includes working with Primerica Financial Services. Katie is an active member of the industry and provides investment-related products and services.
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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GA
08/18/2023 - Present
PFS Investments Inc. (DULUTH GA)
IA
Issued 08/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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